Irc Wealth

Irc Wealth (CRD# 132022) is a financial advisory firm headquartered in Atlanta, GA. They manage $518,771,936 in 931 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
3050 Peachtree Road Nw, Suite 220, Atlanta, GA 30305
https://www.facebook.com/ircwealth/
By the Numbers
  • Total Assets Under Management
    519
    MILLION
  • Total Number of Accounts
    931
    ACCOUNTS
  • Average Account Value
    $557,220
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, GA, MA, NJ, SC, TX

Financial Advisors at Irc Wealth
Showing 1 - 5 of 5 top financial advisors.
1
Tiffany Hedemark, financial advisor Atlanta GA
Tiffany M. Hedemark
CRD#: 6742294
3050 Peachtree Road Nw, Suite 220, Atlanta, GA 30305

Tiffany Hedemark (CRD# 6742294) is an Investment Advisor Representative working at Irc Wealth in Atlanta, GA and has over 7 years of experience in the finance industry.

2
David Ragland, financial advisor Atlanta GA
David M. Ragland
CRD#: 4676215
3050 Peachtree Road Nw, Suite 220, Atlanta, GA 30305

David Ragland (CRD# 4676215) is an Investment Advisor Representative working at Irc Wealth in Atlanta, GA and has over 8 years of experience in the finance industry.

3
Carol Cho, financial advisor Jersey City NJ
Carol Cho
CRD#: 6337284
Jersey City, NJ

Carol Cho (CRD# 6337284) is an Investment Advisor Representative working at Irc Wealth in Jersey City, NJ and has over 9 years of experience in the finance industry.

4
Zijia Fu, financial advisor Boston MA
Zijia Fu
CRD#: 7504673
Boston, MA

Zijia Fu (CRD# 7504673) is an Investment Advisor Representative working at Irc Wealth in Boston, MA and has over 2 years of experience in the finance industry.

5
Amy Getz, financial advisor Atlanta GA
Amy W. Getz
CRD#: 7169911
3050 Peachtree Road Nw, Suite 220, Atlanta, GA 30305

Amy Getz (CRD# 7169911) is an Investment Advisor Representative working at Irc Wealth in Atlanta, GA and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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