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IRA GROUP, INC.

ATLANTA, GA · CRD 126246 · IAPD ↗ · 404-760-3730

$15.42BRegulatory AUM
18Advisory reps
19Employees
0Clients
101-250Planning clients
0Private funds
11States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — IRA GROUP, INC. notice-filed in OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2024 — IRA GROUP, INC. reported RAUM up 27% ($9.08B -> $11.50B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.