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INVESTORS ASSET MANAGEMENT OF GEORGIA INC
CRD 106796File 801-37633
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$502.0M
Above cohort median (national)
Discretionary AUM
$502.0M
Clients
449
772 accounts
Employees
9
Above cohort median in GA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Nov 1, 1990
- Principal office
- 7000 PEACHTREE DUNWOODY ROAD, BLDG 9 SUITE 200, ATLANTA, GA, 30328
- Phone
- 770-394-5619
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $502.0M
- Discretionary AUM
- $502.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 772
- Non-discretionary accounts
- 0
- Total accounts
- 772
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 136 | $284.1M |
| Pension and profit sharing plans | 92 | $187.1M |
| Individuals (other than high net worth individuals) | 221 | $30.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Publications
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 529 | 449 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.