Lauren
Monce

Ira Group, Inc

CRD#6694350
Investment Advisor
in Atlanta, GA

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About this Advisor

Lauren Monce is a financial advisor working out of Atlanta, Georgia, who has been in the financial industry for 14 years. Monce is an employee of Ira Group, Inc. Over the course of their career, they have held roles at Carter Terry & Company Inc, Franklin Templeton Investments, Eckerd College, Trinity College and Lyman Memorial High School. Monce maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Georgia. Ira Group, Inc is a company that has its headquarters in Atlanta, Georgia. It manages $10 billion in total assets between its 532 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises five charities and foundations. Of its 532 customer accounts, 35% are held by high-net-worth clients who have at least $1 million in assets. The firm offers a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. A financial advisor's fees largely depend on the financial services offered. However, fee types charged by Ira Group, Inc most likely are comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

1230 Peachtree Street Ne Suite 3800
Atlanta, GA 30309

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Ira Group, Inc Brokerage Details

Total Assets Under Management

$9,847,736,267

GA Average: $3,570,121,308
Total Number of Employees

15

GA Average: 58
Total Number of Accounts

532

GA Average: 1,608
Average Account Size

$18,510,782

GA Average: $2,220,225

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops

Lauren Monce Work History

Lauren has 14 years of experience.

2017 - Present (6 years)

Carter Terry & Company Inc

2016 - 2017 (1 year)

Franklin Templeton Investments

2013 - 2016 (3 years)

Eckerd College

2012 - 2016 (4 years)

Eckerd College

2011 - 2013 (2 years)

Trinity College

2008 - 2012 (4 years)

Lyman Memorial High School

Disclosures

Lauren Monce has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ira Group, Inc

Sere Austin
Atlanta, GA
Benjamin Tang
Atlanta, GA
Judith Jolley
Atlanta, GA
John Frazer
Atlanta, GA
Carter Stanley
Atlanta, GA
Lauren Monce
Atlanta, GA
Harrison Leeson
Atlanta, GA
Robert Warner
Atlanta, GA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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