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 an independent registered investment adviser organized as a corporation and SEC-registered since 1990. The firm is owner-operated and serves both individual and family clients as well as institutional accounts. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for institutions or businesses, pension consulting services listed among its offerings, and the publication of periodicals or newsletters. Fee arrangements are flexible, including percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm is not identified as an active ESG investor and is not designated as a multi-state adviser.
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%
Contacts
3 of 7
Lance Reising
Director of MarketingCRD 5994356
Gregory Waters
Vice PresidentCRD 1643739
Robert Lyons
Investment Advisor RepresentativeCRD 843645
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 32Active vs passive
$36.7M in ETFs
90%
$32.9M
0%
$3.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 2000 ETF (IWM) | BlackRock | Passive | Small Blend | $7.9M | 26,244 | 21.47% |
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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