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Austin John Ort

IRA Group, Inc.

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About Austin John Ort

Austin Ort is a financial advisor with over 25 years of experience in the industry. Austin has a strong background in financial planning, pension consulting, and portfolio management. Austin is currently registered with IRA Group, Inc., and has previously worked with USI Securities, Inc., Mutual of America Securities LLC, Mutual of America Life Insurance Company, and American Express Financial Advisors Inc. Austin has Series 7, Series 63, and SIE licenses and is a Chartered Financial Consultant.

Firm Information

Austin Ort is currently registered with IRA Group, Inc.. IRA Group, Inc. is an investment advisory firm headquartered in Atlanta, Georgia. The firm manages over $11 billion in assets for a variety of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. IRA Group provides financial planning, pension consulting, educational seminars, and portfolio management services.
IRA Group, Inc.

1230 PEACHTREE STREET NE

ATLANTA, GA 30309

$11.50B

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Project flat fees

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Austin Ort’s Registration & Firm History

GA

04/07/2020 - Present

IRA Group, Inc. (ATLANTA GA)

GA

05/09/2019 - 03/25/2020

USI SECURITIES, INC. (Atlanta GA)

GA

11/04/1996 - 05/15/2019

MUTUAL OF AMERICA SECURITIES LLC (ATLANTA GA)

GA

06/20/1996 - 05/15/2019

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (ATLANTA GA)

MN

09/27/1994 - 05/22/1996

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

09/27/1994 - 05/22/1996

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 11/30/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/26/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Austin John Ort.
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