Ia Network, LLC

IA Network, LLC is a financial advisor firm established in 2022, based in Charlotte, NC. The firm specializes in providing comprehensive discretionary or non-discretionary asset management and financial planning services primarily to individuals and high-net-worth clients. Services are also available to businesses and institutions. IA Network offers investment strategies tailored to individual goals, risk tolerance, and time horizon, including asset allocation, risk tolerance assessment, and regular portfolio monitoring. Clients can grant discretionary authority for investment decisions, and accounts are managed within designated brokerage or pension accounts. The firm manages approximately $182.7 million in assets, with no minimum amount required to open or maintain an account. Investment strategies include long-term purchases, short-term purchases, trading, short sales, margin transactions, and option writing. IA Network does not accept performance-based fees or participate in side-by-side management. The firm does not have any disciplinary information to disclose. Clients' personal information is safeguarded, and the firm does not sell or share non-public personal information for marketing purposes. Clients can limit the sharing of personal information for servicing purposes. The firm does not receive commissions from product sponsors or third parties. IA Network does not have custody of client funds or securities and does not accept proxy-voting responsibility. Clients can grant investment discretion, and accounts are reviewed at least annually. The firm has a privacy policy in place to protect client information and provides transparency on information sharing practices.