Investment Research & Advisory is an investment advisor in Atlanta with $9.85 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
581989031
SEC advisor number
801-8599
FINRA CRD number
108208
AUM ?
$52.02 mm
(as of 27 Mar 24)
Accounts
150
(as of 27 Mar 24)
Employees
17
(15 investment advisory or research)
Address
Investment Research & Advisory
1230 PEACHTREE STREET NE
SUITE 3800
ATLANTA
GA 30309
1230 PEACHTREE STREET NE
SUITE 3800
ATLANTA
GA 30309
Phone
404-760-3730
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
17 Apr 24
13F-HR
Quarterly holdings report by institutional manager
18 Jan 24
13F-HR
Quarterly holdings report by institutional manager
19 Oct 23
13F-HR
Quarterly holdings report by institutional manager
20 Jul 23
13F-HR
Quarterly holdings report by institutional manager
19 Apr 23
13F-HR
Quarterly holdings report by institutional manager
31 Jan 23
13F-HR
Quarterly holdings report by institutional manager
18 Oct 22
13F-HR
Quarterly holdings report by institutional manager
19 Jul 22
13F-HR
Quarterly holdings report by institutional manager
25 Apr 22
13F-HR
Quarterly holdings report by institutional manager
19 Jan 22