|
⚲
|
| Investment Research & Advisory Group Inc
✚
| |
|---|---|
| CRD # | 126246 |
| SEC # | 801-70558 |
| CIK # | 0001802136 |
| AUM | $11.5 BB (2024-03-19) |
| Employees | 16 (94% Investors, 0% Brokers) |
| Phone | 404-760-3730 |
| Address | 1230 Peachtree Street NE Atlanta, GA 30309 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 17.8 | |
| MSFT | 1,918,222.4 | 11.2 | |
| NVDA | 399,550.0 | 9.0 | |
| AMZN | 1,092,997.8 | 8.1 | |
| GOOGL | 1,475,138.5 | 7.8 | |
| MA | 309,583.1 | 6.0 | |
| LLY | 301,789.7 | 5.8 | |
| META | 434,852.0 | 5.4 | |
| JPM | 340,169.2 | 5.2 | |
| V | 419,260.5 | 5.1 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 84 | 0.0 |
| (b) Individuals (high net worth individuals) | 78 | 0.4 |
| (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 | 10.3 |
| (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 | 597 | 11.5 |
| By Discretionary | ||
| Discretionary | 476 | 0.7 |
| Non-Discretionary | 121 | 10.8 |
| Total | 597 | 11.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 11.5 | |
| Total | 597 | 11.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001802136] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Stratos Wealth Partners Ltd
✚
|
OH | 12.5 |
|
First Horizon Advisors Inc
✚
|
TN | 12.4 |
|
Evercore Wealth Management LLC
✚
|
NY | 12.3 |
|
TD Private Client Wealth LLC
✚
|
NY | 12.3 |
|
Congress Asset Management Company LLP
✚
|
MA | 12.1 |
|
Principal Securities Inc
✚
|
IA | 12.1 |
|
Macquarie Investment Management Austria Kapitalanlage AG
✚
|
12.0 | |
|
Park Avenue Securities LLC
✚
|
NY | 11.9 |
|
Brown Capital Management LLC
✚
|
AR | 10.7 |
|
The Mather Group LLC
✚
|
IL | 10.5 |