|
⚲
|
| Investment & Retirement Advisors LLC
✚
|
|
|---|---|
| CRD # | 131741 |
| SEC # | 801-130723 |
| CIK # | 0001957886 |
| AUM | $138.6 M (2026-01-09) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 615-896-1181 |
| Address | 215A Castlewood Drive Murfreesboro, TN 37129 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.1 | ||
| Nvidia Corp | 1.4 | ||
| Oneok Inc /New/ | 1.2 | ||
| Phillips 66 | 1.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 169 | 52.4 |
| (b) Individuals (high net worth individuals) | 33 | 86.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 584 | 138.6 |
| By Discretionary | ||
| Discretionary | 584 | 138.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 584 | 138.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 138.6 | |
| Total | 584 | 138.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001957886] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Benold Financial Planning Inc
✚
|
0.1 | |
|
Stonebriar Wealth LLC
✚
|
UT | 0.1 |
|
Gunder Wealth Management LLC
✚
|
0.1 | |
|
Brooktree Capital Management Inc
✚
|
MI | 0.1 |
|
MFG Wealth Management Inc
✚
|
IN | 0.1 |
|
Advantage Investing Inc
✚
|
FL | 0.1 |
|
Blair Hall Advisors LLC
✚
|
0.1 | |
|
Saratoga Capital Management LLC
✚
|
AZ | 0.1 |
|
Wynwood Capital LLC
✚
|
0.1 | |
|
Paragon Investing LLC
✚
|
0.1 |