Independent Advisor Alliance, LLC
North Carolina
Registered In
05/09/2013
Incorp. Date
Company Summary
Independent Advisor Alliance, LLC at 11215 N Community House Rd STE 775, Charlotte, Nc 28277 lists Robert Paul Russo of Charlotte, NC as the associate.
- Registered In
- North Carolina
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Limited Liability Company
- Status
- Converted
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
|
Secretary Of State
Registered Agent
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2 S SALISBURY ST, RALEIGH, NC 27601
PO BOX 29622, RALEIGH, NC 27626
(Mailing)
|
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Robert Paul Russo
CEO
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14373 NOLEN LN, CHARLOTTE, NC 28277
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11215 N COMMUNITY HOUSE RD STE 775, CHARLOTTE, NC 28277
View Map
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Financial Information for Independent Advisor Alliance, LLC
Form 5500
INDEPENDENT ADVISOR ALLIANCE, LLC
11215 N. Community House Road Suite 775, Charlotte, Nc 28277 (980) 318-5425 EIN:46-3825461 Plan Admin:Jessica Sexton| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameINDEPENDENT ADVISOR ALLIANCE 401(K) PLAN Plan #001 Participants BOY/EOY60 / 48 Assets BOY/EOY$1,479,050 / $2,119,808 | 2023 | INDEPENDENT ADVISOR ALLIANCE 401(K) PLAN - Plan #001 | 60 / 48 | $1,479,050 / $2,119,808 |
| 2022 | Plan NameINDEPENDENT ADVISOR ALLIANCE 401(K) PLAN Plan #001 Participants BOY/EOY51 / 59 Assets BOY/EOY$1,243,231 / $1,512,642 | 2022 | INDEPENDENT ADVISOR ALLIANCE 401(K) PLAN - Plan #001 | 51 / 59 | $1,243,231 / $1,512,642 |
| 2021 | Plan NameINDEPENDENT ADVISOR ALLIANCE 401(K) PLAN Plan #001 Participants BOY/EOY35 / 51 Assets BOY/EOY$784,218 / $1,237,087 | 2021 | INDEPENDENT ADVISOR ALLIANCE 401(K) PLAN - Plan #001 | 35 / 51 | $784,218 / $1,237,087 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
INDEPENDENT ADVISOR ALLIANCE LLC
11525 N Community House Rd STE 575, Charlotte, Nc 28277-0788 Industry:All Other Business Support Services| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/01/2020 | Approved$403,322 Forgiven$410,924 LenderBank of America, National Association Jobs30 | 05/01/2020 | $403,322 | $410,924 | Bank of America, National Association | 30 |
PPP Loans based on Paycheck Protection Program.
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The following government agencies have contributed data:
North Carolina Secretary of State U.S. Department of Labor U.S. Small Business Administration
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