Wealth Manager
    SEC Registered
    Manages Private Funds

    Ira Group, Inc.

    Registered investment advisor · Atlanta, Georgia · CRD #126246

    Assets Under Management
    $15.4B
    Client Accounts
    691
    Employees
    19
    CRD Number
    126246
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Ira Group, Inc.

    Since 1992, IRA Group has been serving institutional and individual clients who seek personalized relationships and customized financial and regulatory guidance. We are an independent consulting firm specializing in retirement plans and investment strategies for corporations, foundations, endowments and private investors. Our Institutional Advisory Services include plan consulting, investment advisory, and portfolio management for organizations sponsoring defined contribution and/or defined ben

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Ira Group, Inc.

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Ira Group, Inc.'s AUM?

    Ira Group, Inc. reports approximately $15.4B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Ira Group, Inc. headquartered?

    Ira Group, Inc. is headquartered in Atlanta, Georgia.

    What is Ira Group, Inc.'s CRD number?

    Ira Group, Inc.'s CRD number is 126246. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Ira Group, Inc. manage?

    Ira Group, Inc. manages approximately 691 client accounts according to its latest SEC filing.

    Is Ira Group, Inc. SEC registered?

    Yes, Ira Group, Inc. is registered with the SEC as an investment adviser with an approved registration status.

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