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

2 active

Name Title
LEESON, DOUGLAS, BRIAN PRINCIPAL
JOLLEY, JUDITH, ANN CHIEF COMPLIANCE OFFICER

ADVDB.CO • SOURCE: SEC

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