7000 Peachtree Dunwoody Road
Bldg 9 Suite 200
Atlanta, Georgia 30328
Tel: 770-394-5619
INVESTORS ASSET MANAGEMENT OF GEORGIA INC, formally registered with the SEC as INVESTORS ASSET MANAGEMENT OF GEORGIA INC. The firm was established in 11/01/1990. They have over 2 offices throughout the country.
INVESTORS ASSET MANAGEMENT OF GEORGIA INC is a Atlanta, Georgia based Financial Planning firm with nearly $401,298,696 assets under management, offering retirement planning & investment advisory services to 683 clients. The firm is staffed with 9 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 106796 |
| SEC# | 801-37633 |
| Assets Managed by Firm | $401,298,696 |
| No. of Clients | 683 |
| No. of Advisors | 9 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 683 | $401,298,696 |
| Individuals (other than high net worth individuals) | 208 | $37,745,761 |
| High net worth individuals | 134 | $237,273,278 |
| Pension and profit sharing plans | 89 | $126,279,657 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $746,325,416,693 | 38517 | 2895 | |
| $61,369,856,545 | 124201 | 2105 | |
| $35,289,452,223 | 7542 | 44 | |
| $33,827,869,628 | 39 | 879 | |
| $33,178,196,876 | 12286 | 28 |
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