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IRC WEALTH
3050 Peachtree Road Nw
Suite 220
Atlanta, Georgia 30305
Tel: 404-968-9348
About IRC WEALTH
IRC WEALTH, formally registered with the SEC as IRC WEALTH. The firm was established in 01/23/2006. They have over 1 offices throughout the country.
IRC WEALTH is a Atlanta, Georgia based Financial Planning firm with nearly $578,150,873 assets under management, offering retirement planning & investment advisory services to 1012 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 132022 |
| SEC# | 801-64349 |
| Assets Managed by Firm | $578,150,873 |
| No. of Clients | 1012 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1012 | $578,150,873 |
| Individuals (other than high net worth individuals) | 206 | $80,539,707 |
| High net worth individuals | 146 | $466,227,983 |
| Pension and profit sharing plans | 8 | $8,278,522 |
| Corporations or other businesses | Fewer than 5 clients | $23,104,661 |
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