Austin John Ort
Investment adviser representative at Ira Group, Inc.
30 yearsExperience
1 stateRegistered in
ChFC®Designation
$15.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
30 years in the industry.
- Ira Group, Inc.Apr 2020 to now
- Investment Research & Advisory Group, Inc.Apr 2020 to now
- Usi Consulting Group, Inc.May 2019 to now
- Usi Securities, Inc.May 2019 to Mar 2020
- Mutual of America Life Insurance CompanyMay 1996 to Apr 2019
- Mutual of America Securities CorporationMay 1996 to Apr 2019
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
State registrations
Registered as an investment adviser representative in 1 state (GA).
Ira Group, Inc.
Legal name: Investment Research & Advisory Group, Inc.
$15.4BAssets managed
302Clients
17Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2535495
- Firm CRD
- 126246