IRA Group, Inc.
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 126246
- Registered since
- October 2, 2009
- Website
- iragroup.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- Pension & Profit Sharing Plans89.78%
- HNWI3.89%
- Other3.83%
- State / Municipal Government1.87%
- Charitable Organizations0.33%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
IRA Group, Inc. is an independent registered investment adviser formed in 2009 and owned by an individual. The firm serves both individual and family clients as well as institutional investors, providing financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars/workshops. Its business model includes fee arrangements based on a percentage of assets under management, fixed fees, and other fee structures. IRA Group, Inc. is not identified as an active ESG investor and is not structured as a multi-state or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds81%
- Cash & Cash Equivalents10%
- Private Funds6%
- Exchange Traded Equities3%
Owners & executives
1 of 1
Judith Jolley
Chief Compliance OfficerCRD 2484971
Contacts
3 of 16
Lauren Monce
DirectorCRD 6694350
Carter Stanley
DirectorCRD 6633897
Denise Prince
Managing DirectorCRD 4589938
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 244Active vs passive
$214M in ETFs
99%
$213M
1%
$1.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $80.8M | 117,699 | 37.70% |
Location
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 1230 Peachtree St Ne
- Time zone
- ET (UTC-5)
- Office locations
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