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IRC WEALTH
INVESTORS RESEARCH CORPORATION
CRD 132022 · SEC 801-64349
3050 PEACHTREE ROAD NW, SUITE 220, ATLANTA, GA, 30305, United States
Phone
404-968-9348
Fax
404-968-9535
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$666.7M
Discretionary AUM
$608.7M
Team
11 total employees; 8 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-02-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 217 | $102.4M |
| High net worth individuals | 149 | $529.7M |
| Pension/profit sharing plans | 7 | $10.7M |
States served
CA, GA, MA, NJ, SC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD