INVESTMENT RESEARCH & ADVISORY GROUP, INC.
Legal name: IRA GROUP, INC.
CRD #126246 SEC #801-70558 ATLANTA, GA 404-760-3730
SEC Registered Disclosures
Total AUM
$13.2B
Discretionary
$844M
Employees
17
Clients
101
Accounts
630
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $13.2B | $844M | $12.4B | 17 | 0 |
| Mar 2024 | $11.5B | $679.9M | $10.8B | 16 | 0 |
| Mar 2023 | $9.1B | $568.6M | $8.5B | 16 | 4 |
| Mar 2022 | $9.8B | $642.6M | $9.2B | 15 | 10 |
| Mar 2021 | $7.6B | $541.5M | $7.1B | 11 | 11 |
| Sep 2020 | $7B | $453.9M | $6.6B | 10 | 63 |
| Jun 2020 | $7B | $453.9M | $6.6B | 10 | 63 |
| Mar 2020 | $7B | $453.9M | $6.6B | 10 | 63 |
| Mar 2019 | $7.5B | $306.5M | $7.2B | 11 | 78 |
| Dec 2018 | $8B | $237M | $7.7B | 11 | 108 |
| Dec 2018 | $8B | $237M | $7.7B | 11 | 108 |
| Mar 2018 | $8B | $237M | $7.7B | 11 | 108 |
| Jul 2017 | $169.2M | $164M | $5.2M | 11 | 118 |
| Jul 2017 | $169.2M | $164M | $5.2M | 11 | 118 |
| Mar 2017 | $169.2M | $164M | $5.2M | 11 | 118 |
| Aug 2016 | $162.2M | $155.8M | $6.4M | 10 | 261 |
| Aug 2016 | $162.2M | $155.8M | $6.4M | 10 | 261 |
DateFeb 2025
Total AUM$13.2B
Discretionary$844M
Non-Disc.$12.4B
Employees17
Clients0
DateMar 2024
Total AUM$11.5B
Discretionary$679.9M
Non-Disc.$10.8B
Employees16
Clients0
DateMar 2023
Total AUM$9.1B
Discretionary$568.6M
Non-Disc.$8.5B
Employees16
Clients4
DateMar 2022
Total AUM$9.8B
Discretionary$642.6M
Non-Disc.$9.2B
Employees15
Clients10
DateMar 2021
Total AUM$7.6B
Discretionary$541.5M
Non-Disc.$7.1B
Employees11
Clients11
DateSep 2020
Total AUM$7B
Discretionary$453.9M
Non-Disc.$6.6B
Employees10
Clients63
DateJun 2020
Total AUM$7B
Discretionary$453.9M
Non-Disc.$6.6B
Employees10
Clients63
DateMar 2020
Total AUM$7B
Discretionary$453.9M
Non-Disc.$6.6B
Employees10
Clients63
DateMar 2019
Total AUM$7.5B
Discretionary$306.5M
Non-Disc.$7.2B
Employees11
Clients78
DateDec 2018
Total AUM$8B
Discretionary$237M
Non-Disc.$7.7B
Employees11
Clients108
DateDec 2018
Total AUM$8B
Discretionary$237M
Non-Disc.$7.7B
Employees11
Clients108
DateMar 2018
Total AUM$8B
Discretionary$237M
Non-Disc.$7.7B
Employees11
Clients108
DateJul 2017
Total AUM$169.2M
Discretionary$164M
Non-Disc.$5.2M
Employees11
Clients118
DateJul 2017
Total AUM$169.2M
Discretionary$164M
Non-Disc.$5.2M
Employees11
Clients118
DateMar 2017
Total AUM$169.2M
Discretionary$164M
Non-Disc.$5.2M
Employees11
Clients118
DateAug 2016
Total AUM$162.2M
Discretionary$155.8M
Non-Disc.$6.4M
Employees10
Clients261
DateAug 2016
Total AUM$162.2M
Discretionary$155.8M
Non-Disc.$6.4M
Employees10
Clients261