Overview
Assets Under Management: $13.2 billion
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 92
Average Client Assets: $6 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 92
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 3.91
Average High-Net-Worth Client Assets: $6 million
Total Client Accounts: 630
Discretionary Accounts: 514
Non-Discretionary Accounts: 116
Regulatory Filings
CRD Number: 126246
Last Filing Date: 2025-02-24 00:00:00
Website: https://iragroup.com