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QUALIFIED PLANNING

IRA SOLUTIONS, INC.

CRD 304788

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2635 CAMINO DEL RIO SOUTH, STE. 210, SAN DIEGO, CA, 92108, United States

Phone

619-309-4700

Fax

(619) 309-4701

Registration

— (—)

Source

State registered

Total AUM

$44.6M

Discretionary AUM

$44.6M

Team

2 total employees; 2 advisory reps; 159 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-04-06

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals159$44.6M

All web addresses on file

Official SEC filing: View on IAPD