Investment Research & Advisory Group
Financial Services • 
Atlanta, Georgia, United States • 21-50 Employees
Company overview
| Headquarters | 1230 Peachtree St NE, Suite 3800, Atlanta, Georgia 30309, US |
| Phone number | +14047603730 |
| Website | |
| NAICS | 52 |
| Founded | 1992 |
| Employees | 21-50 |
| Socials |
Key Contacts at Investment Research & Advisory Group
Austin Ort
Managing Director
John Frazer
Managing Director
Patrick Harris
Managing Director
Robert Warner
Managing Director
Jordan Yeater
Director, Private Client Services
George Stradtman
Director, Private Client Services
Denise Prince
Managing Director
Brandon Rivera
Director Of Research And Reporting
Carter Stanley
Managing Director
Sere Austin
Managing Director
Investment Research & Advisory Group Email Formats
Investment Research & Advisory Group uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@iragroup.com), used 72.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@iragroup.com | 72.7% |
{first name}{last name} | johndoe@iragroup.com | 18.2% |
{last name}{last name} | doedoe@iragroup.com | 9.1% |
About Investment Research & Advisory Group
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.
Investment Research & Advisory Group revenue & valuation
| Annual revenue | $11,000,000 |
| Revenue per employee | $475,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $34,900,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Investment Research & Advisory Group has 13 employees across 4 departments.
Departments
Number of employees
Funding Data
Investment Research & Advisory Group has never raised funding before.
Investment Research & Advisory Group Tech Stack
Discover the technologies and tools that power Investment Research & Advisory Group's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
Security
Italy
France
Canada
Frequently asked questions
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