INVESTMENT & RETIREMENT ADVISORS, LLC

INVESTMENT & RETIREMENT ADVISORS, LLC of MURFREESBORO, TN is an SEC-registered investment adviser (CRD 131741). Regulatory assets under management: $138.6M.

Registration

• CRD: 131741
• SEC file number: 801-130723
• Type: Registered investment adviser
• Location: 215A CASTLEWOOD DRIVE, MURFREESBORO, TN, 37129
• Phone: 615 896-1181
• Latest filing: 2026-01-09
• Regulatory AUM: $138.6M
• Discretionary AUM: $138.6M
• Clients: 3
• Accounts: 584

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 131741 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search