Austin
Ort
Ira Group, Inc
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About this Advisor
Austin Ort is a chartered financial consultant operating in Atlanta, Georgia with 3 years of relevant experience. Ort is an advisor for Ira Group, Inc. During their career, the advisor has held roles at Mutual Of America Life Insurance Company, Mutual Of America Securities Corporation, Investment Research & Advisory Group, Inc, Usi Securities, Inc and Usi Consulting Group, Inc. Ort maintains a Series 63 license, designating them as a securities agent, and is approved to work in Georgia. Ira Group, Inc is a firm based in Atlanta, GA. It manages $9 billion in assets under management between its 568 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves five charitable organizations. Of its 568 customer accounts, 31% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Ira Group, Inc has a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Financial advisory fee schedules typically depend on which service is offered. Fees charged by Ira Group, Inc most likely are comprised of some blend of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ira Group, Inc Brokerage Details
$9,075,041,999
16
568
$15,977,187
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Austin Ort Work History
Austin has been registered as a financial advisor for 3 years.*
Investment Research & Advisory Group, Inc
Usi Consulting Group, Inc
Usi Securities, Inc
Mutual Of America Life Insurance Company
Mutual Of America Securities Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Austin Ort 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 4/16/2023. 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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