Investment adviser · CRD 111462
INVESTORS ASSET MANAGEMENT, INC.
Investment adviser filing (IA)
PLANO, TX, United States · Form ADV filed Feb 19, 2013
- Regulatory AUM
- $193M Form ADV · Item 5.F
- Client accounts
- 561 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 19, 2013. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
LEGACY BANK PLAZA, 5000 LEGACY, SUITE 180PLANO, TX, 75024, United States
CRD 111462
Filing source
Form ADV 700079 · Feb 19, 2013 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.