THE INVESTMENT ADVISOR ALLIANCE LLC
CRD #125185 SEC #801-110633 ATLANTA, GA 800-241-5477
SEC Registered
Total AUM
$183.9M
Discretionary
$183.9M
Employees
4
Clients
0
Accounts
5
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2021 | $183.9M | $183.9M | $0 | 4 | 5 |
| Jun 2021 | $183.9M | $183.9M | $0 | 4 | 5 |
| Mar 2021 | $183.9M | $183.9M | $0 | 4 | 5 |
| Dec 2020 | $109.4M | $109.4M | $0 | 19 | 365 |
| Jun 2020 | $109.4M | $109.4M | $0 | 19 | 365 |
| Mar 2020 | $109.4M | $109.4M | $0 | 19 | 365 |
| Dec 2019 | $91.9M | $91.9M | $0 | 18 | 295 |
| Mar 2019 | $91.9M | $91.9M | $0 | 18 | 295 |
| Jul 2018 | $83.9M | $83.9M | $0 | 13 | 310 |
| Feb 2018 | $83.9M | $83.9M | $0 | 13 | 310 |
| Feb 2018 | $83.9M | $83.9M | $0 | 13 | 310 |
| Aug 2017 | $54.1M | $54.1M | $0 | 17 | 400 |
| Jul 2017 | $54.1M | $54.1M | $0 | 17 | 400 |
| Jul 2017 | $54.1M | $54.1M | $0 | 20 | 400 |
| May 2017 | $54.1M | $54.1M | $0 | 20 | 400 |
| May 2017 | $54.1M | $54.1M | $0 | 20 | 400 |
DateJul 2021
Total AUM$183.9M
Discretionary$183.9M
Non-Disc.$0
Employees4
Clients5
DateJun 2021
Total AUM$183.9M
Discretionary$183.9M
Non-Disc.$0
Employees4
Clients5
DateMar 2021
Total AUM$183.9M
Discretionary$183.9M
Non-Disc.$0
Employees4
Clients5
DateDec 2020
Total AUM$109.4M
Discretionary$109.4M
Non-Disc.$0
Employees19
Clients365
DateJun 2020
Total AUM$109.4M
Discretionary$109.4M
Non-Disc.$0
Employees19
Clients365
DateMar 2020
Total AUM$109.4M
Discretionary$109.4M
Non-Disc.$0
Employees19
Clients365
DateDec 2019
Total AUM$91.9M
Discretionary$91.9M
Non-Disc.$0
Employees18
Clients295
DateMar 2019
Total AUM$91.9M
Discretionary$91.9M
Non-Disc.$0
Employees18
Clients295
DateJul 2018
Total AUM$83.9M
Discretionary$83.9M
Non-Disc.$0
Employees13
Clients310
DateFeb 2018
Total AUM$83.9M
Discretionary$83.9M
Non-Disc.$0
Employees13
Clients310
DateFeb 2018
Total AUM$83.9M
Discretionary$83.9M
Non-Disc.$0
Employees13
Clients310
DateAug 2017
Total AUM$54.1M
Discretionary$54.1M
Non-Disc.$0
Employees17
Clients400
DateJul 2017
Total AUM$54.1M
Discretionary$54.1M
Non-Disc.$0
Employees17
Clients400
DateJul 2017
Total AUM$54.1M
Discretionary$54.1M
Non-Disc.$0
Employees20
Clients400
DateMay 2017
Total AUM$54.1M
Discretionary$54.1M
Non-Disc.$0
Employees20
Clients400
DateMay 2017
Total AUM$54.1M
Discretionary$54.1M
Non-Disc.$0
Employees20
Clients400