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| Happy Holidays!! thanks for using AUM13F!! |
| Investment Research & Advisory Group Inc
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| CRD # | 126246 |
| SEC # | 801-70558 |
| CIK # | 0001802136 |
| AUM | $13.2 B (2025-02-24) |
| Employees | 17 (94% Investors, 0% Brokers) |
| Phone | 404-760-3730 |
| Address | 1230 Peachtree Street NE Atlanta, GA 30309 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 15.5 | ||
| Nvidia Corp | 10.9 | ||
| Microsoft Corp | 10.4 | ||
| Amazon Com Inc | 8.9 | ||
| Mastercard Inc | 7.6 | ||
| Alphabet Inc | 7.5 | ||
| J P Morgan Chase & Co | 7.4 | ||
| Facebook Inc | 7.1 | ||
| VISA Inc | 6.8 | ||
| Schwab Charles Corp | 6.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 82 | 0.0 |
| (b) Individuals (high net worth individuals) | 92 | 0.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 80 | 11.9 |
| (h) Charitable organizations | 5 | 0.0 |
| (i) State or municipal government entities | 0 | 0.2 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 20 | 0.5 |
| Total | 630 | 13.2 |
| By Discretionary | ||
| Discretionary | 514 | 0.8 |
| Non-Discretionary | 116 | 12.4 |
| Total | 630 | 13.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 13.2 | |
| Total | 630 | 13.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001802136] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Independent Advisor Alliance LLC
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|
NC | 14.1 |
|
Evercore Wealth Management LLC
✚
|
NY | 13.9 |
|
First Horizon Advisors Inc
✚
|
TN | 13.6 |
|
Appleton Partners Inc
✚
|
MA | 13.5 |
|
Goldman Sachs Asset Management Hong Kong Limited
✚
|
12.9 | |
|
IFP Advisors LLC
✚
|
FL | 12.5 |
|
Circle Wealth Management LLC
✚
|
NJ | 12.5 |
|
Osaic Advisory Services LLC
✚
|
GA | 12.5 |
|
CliftonLarsonAllen Wealth Advisors LLC
✚
|
MN | 12.3 |
|
Macquarie Investment Management Austria Kapitalanlage AG
✚
|
12.3 |