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| Happy Holidays!! thanks for using AUM13F!! |
| Investors Asset Management of Georgia Inc
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| CRD # | 106796 |
| SEC # | 801-37633 |
| CIK # | 0000867926 |
| AUM | $401.3 M (2025-03-04) |
| Employees | 9 (78% Investors, 0% Brokers) |
| Phone | 770-394-5619 |
| Address | 7000 Peachtree Dunwoody Road Atlanta, GA 30328 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Equifax Inc | 22.6 | ||
| Intelligent Systems Corp | 8.6 | ||
| J P Morgan Chase & Co | 7.8 | ||
| Microsoft Corp | 7.3 | ||
| Fidelity National Information Services Inc | 5.4 | ||
| Lilly Eli & Co | 5.4 | ||
| Home Depot Inc | 5.1 | ||
| Chevron Corp | 4.2 | ||
| Advanced Micro Devices Inc | 3.9 | ||
| AbbVie Inc | 3.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 208 | 37.7 |
| (b) Individuals (high net worth individuals) | 134 | 237.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 89 | 126.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 80 | 0.0 |
| Total | 683 | 401.3 |
| By Discretionary | ||
| Discretionary | 683 | 401.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 683 | 401.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 401.3 | |
| Total | 683 | 401.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000867926] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
M1 Capital Management
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|
MI | 0.4 |
|
Mason & Associates LLC
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|
VA | 0.4 |
|
The Capital Advisory Group Advisory Services LLC
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|
AZ | 0.4 |
|
Primesolutions Advisors LLC
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|
PA | 0.4 |
|
Cape Investment Advisory Inc
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|
GA | 0.4 |
|
Kassouf Wealth Advisors LLC
✚
|
AL | 0.4 |
|
Financial Innovations LLC
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|
GA | 0.4 |
|
Haven Wealth Group LLC
✚
|
TX | 0.4 |
|
Presidio Capital Management LLC
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|
CA | 0.4 |
|
Sterling Group Wealth Management LLC
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|
CA | 0.4 |