IRC Wealth
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 132022
- Registered since
- January 23, 2006
- Website
- www.ircwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI79.45%
- Individuals15.36%
- Corporations / Businesses3.58%
- Pension & Profit Sharing Plans1.61%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
IRC Wealth is an independent, privately owned registered investment adviser organized as a corporation and first registered with the SEC in 2006. The firm serves both individual/family and institutional clients and bills through a mix of asset-based fees and fixed fees. Core advisory services listed include financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm reports it is not an active ESG investor and is not a multi-state 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 Funds57%
- Exchange Traded Equities24%
- US Government Bonds11%
- Cash & Cash Equivalents6%
- Non-Exchange Traded Equities1%
Owners & executives
1 of 1
David Ragland
Founder and CEOCRD 4676215
Contacts
3 of 6
Meghan Henderson
InvestmentsCRD 6925335
Jerry Jones
Wealth AdvisorCRD 6634958
Carol Cho
Financial AdvisorCRD 6337284
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 302Active vs passive
$530M in ETFs
84%
$447M
4%
$82.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF (SPYG) | State Street | Passive | Large Growth | $24.5M | 205,613 | 4.62% |
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
- 3050 Peachtree Rd Nw
- Time zone
- ET (UTC-5)
- Office locations
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