IRA GROUP, INC.
Latest filing: Mar 19, 2024 (225 days ago)
AUM
$11,497,961,224
27% change vs. 1 year ago
51% change vs. 3 years ago
53% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
16
0% change vs. 1 year ago
45% change vs. 3 years ago
45% change vs. 5 years ago
220% change vs. 10 years ago
Main Office
ATLANTA, NC
1230 PEACHTREE STREET NE, ATLANTA, NC, UNITED STATES, 30309
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.7 |
| Non-Discretionary | $10.8 |
| Total | $11.5 |
| Client | AUM |
|---|---|
| Retail | $0.4 |
| Pooled | $0.0 |
| Institutional | $11.1 |
| Total | $11.5 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 84 | $0.0 |
| Average Individual AUM | $423,447 | |
| HNW | 78 | $0.4 |
| Average HNW AUM | $4,980,137 | |
| Retail Total | 162 | $0.4 |
| Average Retail AUM | $2,617,409 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $11.5 |
| Retail SMA AUM | $0.4 |
| Institutional SMA AUM | $11.1 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
Representatives
14 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| HARRISON LEESON | ATLANTA | GA | S66|2018-05-25|S63|2017-11-15 | ||||||
| SERE AUSTIN | ATLANTA | GA | S63|1996-07-15|S65|2003-12-19|S66|2011-07-29 | ||||||
| AUSTIN ORT | ATLANTA | GA | S63|2007-11-30 | CHARTERED FINANCIAL CONSULTANT | |||||
| DANIEL JOYCE | ATLANTA | GA | S63|1994-12-12|S65|2016-06-06 | ||||||
| ROBERT WARNER | ATLANTA | GA | S63|2003-02-11|S65|2022-02-07 | ||||||
| DOUGLAS LEESON | ATLANTA | GA | S63|1991-10-09|S65|1991-09-03 | ||||||
| CARTER STANLEY | ATLANTA | GA | S66|2019-05-03 | ||||||
| GEORGE STRADTMAN | ATLANTA | GA | S65|2023-01-23 | ||||||
| LAUREN MONCE | ATLANTA | GA | S66|2019-10-23 | ||||||
| ALEXANDER MORETTINI | ATLANTA | GA | S65|2023-06-20 | ||||||
| JUDITH JOLLEY | ATLANTA | GA | S63|1994-12-20|S66|2010-03-01 | ||||||
| PATRICK HARRIS | ATLANTA | GA | S65|2016-10-24 | ||||||
| DENISE PRINCE | ATLANTA | GA | S65|2001-12-10 | ||||||
| JOHN FRAZER | ATLANTA | GA | S66|2000-08-04 | CERTIFIED FINANCIAL PLANNER | |||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2024-10-01 | $11.5 | $0.0 | 0% | 16 | 0 | 0% |
| 2024-04-02 | $11.5 | $0.0 | 0% | 16 | 0 | 0% |
| 2023-04-04 | $9.1 | $2.4 | 27% | 16 | 0 | 0% |
| 2022-04-01 | $9.8 | $1.7 | 17% | 15 | 1 | 7% |
| 2021-04-05 | $7.6 | $3.9 | 51% | 11 | 5 | 45% |
| 2020-04-01 | $7.0 | $4.5 | 63% | 10 | 6 | 60% |
| 2019-04-01 | $7.5 | $4.0 | 53% | 11 | 5 | 45% |
| 2018-04-02 | $8.0 | $3.5 | 44% | 11 | 5 | 45% |
| 2017-04-01 | $0.2 | $11.3 | 6695% | 11 | 5 | 45% |
| 2016-04-01 | $0.0 | $0.0 | 0% | 5 | 11 | 220% |
| 2015-04-01 | $0.0 | $0.0 | 0% | 5 | 11 | 220% |
| 2014-04-01 | $0.0 | $0.0 | 0% | 5 | 11 | 220% |
| 2013-04-01 | $0.0 | $0.0 | 0% | 5 | 11 | 220% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| NC-04/07/2005 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PENSION CONSULTING EDUCATIONAL WORKSHOPS |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV