Investment adviser · CRD 106796
INVESTORS ASSET MANAGEMENT OF GEORGIA INC
Investment adviser filing (IA)
ATLANTA, GA, United States · Form ADV filed Sep 11, 2026
- Regulatory AUM
- $502M Form ADV · Item 5.F
- Client accounts
- 772 Accounts, not individual clients
- Employees
- 9 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 136 | $284,079,673 | 56.6% |
| Retirement plans | 92 | $187,108,902 | 37.3% |
| Individuals | 221 | $30,824,048 | 6.1% |
| Other clients | 80 | $0 | 0.0% |
Filing source
Form ADV 2132180 · Sep 11, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
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: Sep 11, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Publication of newsletters
Compensation
Percentage of assets · Hourly · Fixed
Principal office
7000 PEACHTREE DUNWOODY ROAD, BLDG 9 SUITE 200ATLANTA, GA, 30328, United States
CRD 106796
Filing source
Form ADV 2132180 · Sep 11, 2026 · 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.