IRA GROUP, INC.

Overview

IRA Group, Inc. is an independent registered investment adviser that serves individuals, families and institutional clients with a mix of financial planning, portfolio management and pension consulting. The firm leans heavily toward pooled public vehicles—mutual funds and ETFs—for core exposure, and runs advisory programs that emphasize scalable, diversified fund allocations rather than concentrated direct-stock strategies. Advisory services include ongoing portfolio management for individuals and small businesses, retirement plan consulting and client education through seminars and workshops. The firm is not positioned as an ESG-focused allocator and is not organized as a multi‑state adviser for regulatory classification. Investment activity shows a dual approach: a dominant core of mutual fund/public fund positions combined with a smaller, separate equity sleeve reported on 13F filings. That public-funds tilt suggests capital-efficient portfolio construction, likely designed to serve a broad client mix including large non‑discretionary accounts and institutional relationships tied to pension consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices