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IRA GROUP, INC.
ATLANTA, GA
404-760-3730
SEC #801-70558Total AUM
$15.4B
Employees
19Clients
304Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1230 PEACHTREE STREET NE
SUITE 3800
ATLANTA
GA 30309
United States
SUITE 3800
ATLANTA
GA 30309
United States
Operating Hours
8:30 A.M.-5:00 P.M.
Monday - Friday
Monday - Friday
Phone
404-760-3730
Financials
Total AUM
$15.4B
Accounts
691Discretionary
$1.1B
Accounts
570Non-Discretionary
$14.4B
Accounts
121
Clients
Individual Clients
89AUM
$37M
HNW Individual Clients
103AUM
$600.4M
Pension/Profit Sharing Plan Clients
85AUM
$13.8B
Charitable Organization Clients
5AUM
$51.6M
Government Entity Clients
1AUM
$287.9M
Corporation or Business Clients
1AUM
$7.9M
Other Clients
20AUM
$590.2M
Description of Other Clients
457, 403B, DC NQ AND ESOP
Services
Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PROJECT FLAT FEES
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
ALFLGALANCNYOHSCTNTXVA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.