Investors Asset Management of Georgia Inc
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 106796
- Registered since
- November 1, 1990
- Custodians
- CHARLES SCHWAB & CO., INC., VALIC FINANCIAL ADVISORS, INC., MID ATLANTIC CAPITAL CORPORATION
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI56.59%
- Pension & Profit Sharing Plans37.27%
- Individuals6.14%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of Periodicals
Firm profile
FINTRXOverview
Investors Asset Management of Georgia Inc. is a privately owned, corporate-structured independent registered investment adviser. The firm is SEC-registered and first registered with the Commission in 1990. Its client mix includes both individual and family clients as well as institutional relationships. Services emphasized in its regulatory filings include financial planning, discretionary portfolio management for individuals, small businesses and larger business or institutional clients, pension consulting, and the publication of periodicals or newsletters. Fee arrangements are flexible and include percentage-of-AUM billing, hourly charges, and fixed fees. The firm does not identify itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities59%
- Public Funds/Mutual Funds33%
- Cash & Cash Equivalents8%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 33Active vs passive
$37.9M in ETFs
90%
$34.2M
0%
$3.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 2000 ETF (IWM) | BlackRock | Passive | Small Blend | $7.4M | 26,457 | 19.38% |
Location
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 7000 Peachtree Dunwoody Rd
- Time zone
- ET (UTC-5)
- Office locations
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