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Building 2INVESTORS ASSET MANAGEMENT OF GEORGIA INC

Map pinATLANTA, GA
Phone770-394-5619
NotebookSEC #801-37633
Total AUM
$502M
Employees
9
Clients
529

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7000 PEACHTREE DUNWOODY ROAD
BLDG 9 SUITE 200
ATLANTA
GA 30328
United States
Operating Hours
9:00-4:00
Monday - Friday
Phone
770-394-5619
Other Offices
1

ReceiptFinancials

Total AUM
$502M
Accounts
772
Discretionary
$502M
Accounts
772
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
221
AUM
$30.8M
HNW Individual Clients
136
AUM
$284.1M
Pension/Profit Sharing Plan Clients
92
AUM
$187.1M
Other Clients
80
AUM
$0
Description of Other Clients
401K/403B/457 AND OTHER MANAGED ACCOUNTS

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
FLGALANCSCTXVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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