PPrivate Fund Data Log in Join · $37/mo

Investment Research & Advisory Group, Inc.

● SEC registered since 2009CRD 126246SEC# 801-70558Atlanta, GA
Export (members)
Reg. AUM
$13.2B
Employees
17
Accounts
630
Location
Atlanta, GA

Investment Research & Advisory Group, Inc. assets under management

Investment Research & Advisory Group, Inc. operates as an SEC-registered investment adviser based in Atlanta, GA. The firm has been registered since 2009. It reports $13.2 billion in regulatory assets under management and employs 17 people.
www.linkedin.com/company/iragroupView on SEC.gov ↗

Investment Research & Advisory Group, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Douglas Brian Leeson ControlPrincipalOver 75%1992
Judith Ann Jolley ControlChief Compliance OfficerUnder 5%2018

Frequently asked questions

How much does Investment Research & Advisory Group, Inc. manage?

Investment Research & Advisory Group, Inc. reports $13.2 billion in regulatory assets under management on its Form ADV.

How many employees does Investment Research & Advisory Group, Inc. have?

Investment Research & Advisory Group, Inc. reports 17 employees.

Where is Investment Research & Advisory Group, Inc. located?

Investment Research & Advisory Group, Inc. is based in Atlanta, GA and has been SEC-registered since 2009.

Does Investment Research & Advisory Group, Inc. disclose fund performance?

Investment Research & Advisory Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1230 Peachtree Street NE, Suite 3800, Atlanta, GA 30309
Phone404-760-3730
Fax404-760-3731
Office hours8:30 a.m.-5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
CIK1802136
Discloses disciplinary historyYes

Assets under management

Discretionary$844M
Non-discretionary$12.35B
Total (RAUM)$13.2B