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.
Overview
Registered In
North Carolina
Incorporation Date
Company Type
Limited Liability Company
Status
Converted
Registration Type
Domestic
Search Other Resources
People
|
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
|
Showing current associates only (2 of 3 total associates). Create a free account to see the full associate history
Map & Locations
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11215 N COMMUNITY HOUSE RD STE 775, CHARLOTTE, NC 28277
View Map
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Financials
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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Sources
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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