Investors Asset Management of Georgia Inc
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 106796
- Registered since
- November 1, 1990
- Custodians
- CHARLES SCHWAB & CO., INC., VALIC FINANCIAL ADVISORS, INC., MID ATLANTIC CAPITAL CORPORATION
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI56.59%
- Pension & Profit Sharing Plans37.27%
- Individuals6.14%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of Periodicals
Firm profile
FINTRXOverview
Investors Asset Management of Georgia Inc. is an independent, SEC‑registered advisory corporation that has operated since 1990. The firm is individually owned and serves both individual/family clients and institutional accounts. Its advisory scope includes comprehensive financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services, and the publication of periodic investment newsletters. Fee arrangements include a mix of percentage‑of‑AUM fees, hourly charges and fixed fees. The firm does not identify as an active ESG investor and is not flagged as a multistate adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities59%
- Public Funds/Mutual Funds33%
- Cash & Cash Equivalents8%
- State & Local Bonds1%
Contacts
3 of 7
Katherine Oliver
Vice PresidentCRD 7004445
Samuel Carlyle
Vice PresidentCRD 826992
Robert Lyons
Investment Advisor RepresentativeCRD 843645
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 32Active vs passive
$36.7M in ETFs
90%
$32.9M
0%
$3.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 2000 ETF (IWM) | BlackRock | Passive | Small Blend | $7.9M | 26,244 | 21.47% |
Location
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 7000 Peachtree Dunwoody Rd
- Time zone
- ET (UTC-5)
- Office locations
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