IA NETWORK, LLC

Overview

IA Network, LLC is an independent registered investment adviser serving individual and family clients. The firm offers financial planning, portfolio management for individuals and small businesses, and pension consulting services. Fee arrangements include a percentage of assets under management, hourly charges and fixed fees. IA Network leans heavily on discretionary management—virtually all client assets are managed under authority—and relies on third‑party managers for certain exposures rather than acting as a capital allocator itself. The firm does not list ESG strategies as an active focus. Investment activity centers on liquid public equity exposures (primarily exchange‑traded equities and ETFs) and mutual funds for core allocations, while hedge funds, real estate and REITs are used as complementary alternative exposures. The adviser’s registration in 2022 and owner type listed as individual point to a relatively compact, practitioner‑driven RIA setup that combines planning with hands‑on portfolio management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices