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| Investment Research & Advisory Group Inc
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|
|
|---|---|
| CRD # | 126246 |
| SEC # | 801-70558 |
| CIK # | 0001802136 |
| AUM | $9.1 BB (2023-03-16) |
| Employees | 16 (94% Investors, 0% Brokers) |
| Phone | 404-760-3730 |
| Address | 1230 Peachtree Street NE Atlanta, GA 30309 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 14.2 | |
| MSFT | 1,918,222.4 | 7.6 | |
| MA | 309,583.1 | 4.8 | |
| GOOGL | 1,475,138.5 | 4.4 | |
| V | 419,260.5 | 4.3 | |
| AMZN | 1,092,997.8 | 4.2 | |
| NVDA | 399,550.0 | 3.8 | |
| BLK | 95,313.7 | 3.5 | |
| IQV | 40,166.9 | 3.4 | |
| JPM | 340,169.2 | 3.3 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 77 | 0.0 |
| (b) Individuals (high net worth individuals) | 77 | 0.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 75 | 8.1 |
| (h) Charitable organizations | 5 | 0.0 |
| (i) State or municipal government entities | 0 | 0.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 15 | 0.4 |
| Total | 568 | 9.1 |
| By Discretionary | ||
| Discretionary | 543 | 0.6 |
| Non-Discretionary | 25 | 8.5 |
| Total | 568 | 9.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 9.1 | |
| Total | 568 | 9.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001802136] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Park Avenue Securities LLC
✚
|
NY | 9.9 |
|
Principal Securities Inc
✚
|
IA | 9.4 |
|
IFP Advisors LLC
✚
|
FL | 8.9 |
|
GW & Wade LLC
✚
|
MA | 8.9 |
|
Bridges Investment Management Inc
✚
|
NE | 8.7 |
|
The Mather Group LLC
✚
|
IL | 8.7 |
|
Ameritas Advisory Services LLC
✚
|
NE | 8.5 |
|
Vontobel Swiss Financial Advisers AG
✚
|
8.5 | |
|
American Portfolios Advisors Inc
✚
|
NY | 8.4 |
|
Sentinel Pension Advisors Inc
✚
|
MA | 8.3 |