Overview
Assets Under Management: $578 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 146
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 146
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.64
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,012
Discretionary Accounts: 968
Non-Discretionary Accounts: 44
Regulatory Filings
CRD Number: 132022
Last Filing Date: 2025-02-13 00:00:00
Website: https://ircwealth.com