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IA NETWORK, LLC
CRD 319096 · SEC 801-123452
210 N CHURCH ST, SUITE 1905, CHARLOTTE, NC, 28202, United States
Phone
704-272-1211
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$199.5M
Discretionary AUM
$199.0M
Team
5 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 197 | $59.4M |
| High net worth individuals | 62 | $132.6M |
States served
AL, CO, IN, LA, NY, NC, SC, TN
All web addresses on file
- https://www.facebook.com/IANetworkAdvisory
- https://www.uptownpartners.com/
- https://www.linkedin.com/in/bomcninch/
- https://www.ianetwork.com/
- https://www.instagram.com/ia_network/
- https://www.linkedin.com/in/schaffrobert/
- https://www.linkedin.com/company/ianetwork-advisory/
- https://www.stockhamfinancial.com/
- https://www.facebook.com/stockhamfinancial
Official SEC filing: View on IAPD