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IRA GROUP, INC.
INVESTMENT RESEARCH & ADVISORY GROUP, INC.
CRD 126246 · SEC 801-70558
1230 PEACHTREE STREET NE, SUITE 3800, ATLANTA, GA, 30309, United States
Phone
404-760-3730
Fax
404-760-3731
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$15.42B
Discretionary AUM
$1.06B
Team
19 total employees; 18 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees; PROJECT FLAT FEES
Org form
Corporation
Filing date
2026-03-11
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 89 | $37.0M |
| High net worth individuals | 103 | $600.4M |
| Pension/profit sharing plans | 85 | $13.84B |
| Charitable organizations | 5 | $51.6M |
States served
AL, GA, LA, NY, NC, OH, SC, TN, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD