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 benefit retirement plans. Areas of focus include: • Development of corporate governance policies • Fiduciary management services • Investment policy • Asset allocation • Security selection • Performance monitoring • Service provider evaluation and RFP • Plan design & fee benchmarking • Employee communications. Our Private Client segment takes a holistic approach, providing customized financial planning and investment solutions utilizing our institutional investment process, proprietary research and portfolio management capabilities. The firm is a Registered Investment Adviser with the United States Securities & Exchange Commission.
View Top Employees from Investment Research & Advisory Group, Inc.| Website | http://iragroup.com |
| Revenue | $4 million |
| Employees | 21 (19 on RocketReach) |
| Founded | 1992 |
| Address | 1230 Peachtree St NE Suite 3800, Atlanta, Georgia 30303, US |
| Phone | (404) 760-3730 |
| Technologies |
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| Industry | Financial Services, Finance General, Finance |
| Competitors | Balboa Wealth Partners, Inc., Constant Guidance Financial, Sheridan Road Financial, a division of HUB International, Shorepoint Capital Partners |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies |
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Investment Research & Advisory Group, Inc. Questions
The Investment Research & Advisory Group, Inc. annual revenue was $4 million in 2024.
Judy Jolley is the Chief Compliance Officer, Managing Director of Investment Research & Advisory Group, Inc..
19 people are employed at Investment Research & Advisory Group, Inc..
Investment Research & Advisory Group, Inc. is based in Atlanta, Georgia.
The NAICS codes for Investment Research & Advisory Group, Inc. are [5239, 523, 52393, 52].
The SIC codes for Investment Research & Advisory Group, Inc. are [62, 628].
Top Investment Research & Advisory Group, Inc. Employees
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ViewJudy Jolley
Chief Compliance Officer, Managing Director at Investment Research & Advisory Group, Inc.
Atlanta, Georgia, United States3
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