Alexander
Morettini
Ira Group, Inc
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About this Advisor
Alexander Morettini is a financial advisor based in Atlanta, Georgia, working with Ira Group, Inc. Alexander has previously held positions at Investment Research & Advisory Group, Inc, Piedmont University, University Of Georgia, and Woodward Academy. Alexander has passed the Series 65 regulatory exam and is registered to provide services in Georgia. Currently, Alexander is part of Ira Group, Inc, which operates out of Atlanta, Georgia. The firm has 16 employees and manages assets totaling $11.5 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and educational seminars. The fee structure at Ira Group, Inc includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ira Group, Inc Brokerage Details
$11,497,961,224
16
597
$19,259,567
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Alexander Morettini Work History
Investment Research & Advisory Group, Inc
University Of Georgia
Piedmont University
Woodward Academy
Disclosures
Please visit the SEC profile of Alexander Morettini to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ira Group, Inc
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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