Investors Asset Management of Georgia Inc

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Investors Asset Management of Georgia Inc
✚
CRD #106796
SEC #801-37633
CIK #0000867926
AUM 502.0 M (2026-03-16)
Employees 9 (78% Investors, 0% Brokers)
Fees
Minimum
Phone770-394-5619
Address7000 Peachtree Dunwoody Road
Atlanta, GA 30328
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
60048036024012001999200820172027
CIK Period
0000867926
Sector Form 13F Holdings Value ($M)
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Lilly Eli & Co 6.4
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Chevron Corp 6.1
Microsoft Corp 5.5
Advanced Micro Devices Inc 5.5
Caterpillar Inc 5.4
Bel Fuse Inc /NJ 4.9
Home Depot Inc 4.7
Bel Fuse Inc /NJ 4.6
Apple Inc 4.3
AbbVie Inc 4.1
General Electric Co 3.1
Fidelity National Information Services Inc 3.1
Coca Cola Co 2.8
American Express Co 2.7
Pfizer Inc 2.7
Gilead Sciences Inc 2.6
Oneok Inc /New/ 2.6
Blackstone Group LP 2.5
Philip Morris International Inc 2.5
Altria Group Inc 2.4
Cisco Systems Inc 2.3
BP PLC 2.3
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 221 30.8
(b) Individuals (high net worth individuals) 136 284.1
(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 92 187.1
(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 772 502.0
By Discretionary
Discretionary 772 502.0
Non-Discretionary 0 0.0
Total 772 502.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 502.0
Total 772 502.0
EDGAR Form CIK 2011 - 2026
13F-HR [0000867926]
Firm Profile (Form ADV)
Discretionary AUM$0.1B
Clients3
ServesInstitutional, Retail, Research
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