RI
CFA
RI
CFA

Richard Terrence Irrgang

22 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
15 advisors
Number of Clients
6,039 clients
Average Client Portfolio
$505K average
Assets Under Management
$3.1B

Fee Structure

Financial Planning:Investment management only
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Location

1776 Peachtree Street Nw, Suite 600S, Atlanta, GA, 30309

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Equity Investment CORP
October 2016 - Present · 9 yrs 4 mos
Previous Registrations
Jfb Holdings CORP
May 2003 - October 2017 · 14 yrs 5 mos
State Registrations2 states
GATX
Advisor
Exams
No exam information available for this advisor.