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| Investors Asset Management of Georgia Inc
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| |
|---|---|
| CRD # | 106796 |
| SEC # | 801-37633 |
| CIK # | 0000867926 |
| AUM | $354.2 MM (2024-03-14) |
| Employees | 9 (78% Investors, 0% Brokers) |
| Phone | 770-394-5619 |
| Address | 7000 Peachtree Dunwoody Road Atlanta, GA 30328 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| EFX | 21,955.5 | 23.9 | |
| LLY | 301,789.7 | 7.2 | |
| MSFT | 1,918,222.4 | 6.8 | |
| JPM | 340,169.2 | 5.6 | |
| FIS | 57,577.4 | 5.1 | |
| HD | 277,648.0 | 4.9 | |
| CVX | 294,604.1 | 4.6 | |
| CCRD | 205.1 | 4.5 | |
| AMD | 131,458.5 | 4.4 | |
| AAPL | 2,382,844.0 | 3.5 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 142 | 25.7 |
| (b) Individuals (high net worth individuals) | 142 | 218.5 |
| (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 | 0 | 0.0 |
| (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 | 110.1 |
| Total | 659 | 354.2 |
| By Discretionary | ||
| Discretionary | 659 | 354.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 659 | 354.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 354.2 | |
| Total | 659 | 354.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000867926] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Granite Bay Wealth Management LLC
✚
|
NH | 0.4 |
|
Wood Tarver Financial Group LLC
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ID | 0.4 |
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True North Retirement Advisors LLC
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Paradigm Wealth Advisory LLC
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TrueWealth Advisors LLC
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AL | 0.4 |
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Rainsberger Wealth Advisors Inc
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CO | 0.4 |
|
Prime Quadrant US LLC
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0.4 | |
|
Union Square Investment Co
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CA | 0.4 |
|
SOWA Financial Group Inc
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RI | 0.4 |
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Money Management Services Inc
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AL | 0.4 |