INVESTORS ASSET MANAGEMENT OF GEORGIA INC

Adviser information for INVESTORS ASSET MANAGEMENT OF GEORGIA INC last updated from Form ADV on March 14th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Georgia, United States

Employees

Total Number of Employees 9
Investment Advisory/Research 7
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 7
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 659 $354.2M
Non-Discretionary 0 $0
Total 659 $354.2M

Clients

Type Number RAUM
Individuals 142 $25.7M
HNW Individuals 142 $218.5M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 80 $110.1M
Type Number
No. of Non-RAUM Clients 2
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 1-10

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesPublication of periodicals or newsletters
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-37633
SEC ERA File Number 801-37633
SEC CIK Numbers 867926
SEC CRD Numbers 106796
Legal Entity Identifier None

Principal Office

7000 PEACHTREE DUNWOODY ROAD
BLDG 9 SUITE 200
ATLANTA
GA
United States
Monday - Friday, 9:00-4:00
Tel: 770-394-5619, Fax: 770-394-5532

Chief Compliance Officer

TIMOTHY M. RIGBY
PRESIDENT
7000 PEACHTREE DUNWOODY RD
BLDG. 9, SUITE 200
ATLANTA
GA
United States
Tel: 770-394-5619
Fax: 770-394-5532
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
RIGBY, TIMOTHY, MICHAEL Individual PRESIDENT, CHIEF COMPLIANCE OFFICER 01/2019 > 75%

No. Employees, Historic

10502020202120222023202420257 on 1/21/20209 on 3/10/20209 on 6/11/20209 on 3/10/20219 on 3/10/20219 on 2/16/20229 on 3/7/20239 on 3/14/2024

RAUM, Historic

400M200M0202020212022202320242025189540655 on 1/21/2020236014857 on 3/10/2020236014857 on 6/11/2020269338627 on 3/10/2021269338627 on 3/10/2021359692008 on 2/16/2022324217516 on 3/7/2023354235431 on 3/14/2024

No. Clients, Historic

5002500202020212022202320242025225 on 1/21/2020242 on 3/10/2020242 on 6/11/2020280 on 3/10/2021280 on 3/10/2021456 on 2/16/2022378 on 3/7/2023364 on 3/14/2024

Holdings

From latest 13F, filed July 29th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ATLANTIC AMERN CORP COM 30K 18K
APPLE INC COM 4M 17K
ABBVIE INC COM 3M 18K
ABBOTT LABS COM 492K 5K
AFLAC INC COM 628K 7K
FEDERAL AGRIC MTG CORP CL C 783K 4K
ALBEMARLE CORP COM 222K 2K
ALLSTATE CORP COM 571K 4K
ADVANCED MICRO DEVICES INC COM 4M 27K
AMGEN INC COM 430K 1K
AMER SOFTWARE INC CL A 1M 155K
AMAZON COM INC COM 540K 3K
AVADEL PHARMACEUTICALS PLC COM SHS 1M 89K
BROADCOM INC COM 849K 529
AMERICAN EXPRESS CO COM 2M 9K
ASTRAZENECA PLC SPONSORED ADR 1M 16K
BOEING CO COM 2M 9K
BANK AMERICA CORP COM 2M 47K
BEL FUSE INC CL B 4M 54K
BUNGE GLOBAL SA COM SHS 219K 2K
B & G FOODS INC NEW COM 430K 53K
BIOGEN INC COM 239K 1K
BRISTOL-MYERS SQUIBB CO COM 335K 8K
BP PLC SPONSORED ADR 1M 41K
BERKSHIRE HATHAWAY INC DEL CL B NEW 403K 990
BLACKROCK CR ALLOCATION INCO COM 145K 14K
BLACKSTONE INC COM 2M 12K
CITIGROUP INC COM NEW 498K 8K
CARDINAL HEALTH INC COM 288K 3K
CATERPILLAR INC COM 3M 8K
CORECARD CORPORATION COM 4M 308K
CLOROX CO DEL COM 611K 4K
CONOCOPHILLIPS COM 2M 13K
COSTCO WHSL CORP NEW COM 2M 2K
CAMPBELL SOUP CO COM 232K 5K
CISCO SYS INC COM 1M 31K
CSX CORP COM 582K 17K
CVS HEALTH CORP COM 597K 10K
CHEVRON CORP NEW COM 5M 29K
DUPONT DE NEMOURS INC COM 427K 5K
DISNEY WALT CO COM 1M 14K
DOW INC COM 686K 13K
DUKE ENERGY CORP NEW COM NEW 295K 3K
DEVON ENERGY CORP NEW COM 647K 14K
ISHARES TR SELECT DIVID ETF 398K 3K
EQUIFAX INC COM 24M 99K
EATON CORP PLC SHS 266K 848
FORD MTR CO DEL COM 1M 101K
FREEPORT-MCMORAN INC CL B 760K 16K
FEDEX CORP COM 246K 820
FIDELITY NATL INFORMATION SV COM 5M 67K
FIFTH THIRD BANCORP COM 393K 11K
FLOWERS FOODS INC COM 258K 12K
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 658K 13K
FS CREDIT OPPORTUNITIES CORP COMMON STOCK 64K 10K
GENERAL DYNAMICS CORP COM 363K 1K
GE AEROSPACE COM NEW 2M 12K
GE VERNOVA INC COM 449K 3K
GILEAD SCIENCES INC COM 1M 19K
GENERAL MLS INC COM 572K 9K
GENWORTH FINL INC COM SHS 121K 20K
ALPHABET INC CAP STK CL C 212K 1K
GOLDMAN SACHS GROUP INC COM 230K 508
HALLIBURTON CO COM 382K 11K
HUNTINGTON BANCSHARES INC COM 318K 24K
HOME DEPOT INC COM 5M 14K
HONEYWELL INTL INC COM 388K 2K
HEWLETT PACKARD ENTERPRISE C COM 619K 29K
HP INC COM 376K 11K
INTERNATIONAL BUSINESS MACHS COM 1M 8K
INTEL CORP COM 824K 27K
INTERNATIONAL PAPER CO COM 519K 12K
INGERSOLL RAND INC COM 353K 4K
ILLINOIS TOOL WKS INC COM 1M 6K
INVESCO LTD SHS 154K 10K
ISHARES TR RUSSELL 2000 ETF 8M 40K
JOHNSON & JOHNSON COM 1M 9K
NUVEEN PFD & INCOME OPPORTUN COM 329K 44K
JPMORGAN CHASE & CO. COM 6M 28K
KEYCORP COM 264K 19K
KRAFT HEINZ CO COM 1M 34K
KIMBERLY-CLARK CORP COM 523K 4K
KINDER MORGAN INC DEL COM 451K 23K
COCA COLA CO COM 2M 37K
LINDE PLC SHS 722K 2K
ELI LILLY & CO COM 7M 8K
LOCKHEED MARTIN CORP COM 2M 4K
LOWES COS INC COM 397K 2K
LUMEN TECHNOLOGIES INC COM 55K 50K
MCDONALDS CORP COM 2M 7K
MCKESSON CORP COM 2M 3K
MADRIGAL PHARMACEUTICALS INC COM 203K 725
MONDELEZ INTL INC CL A 1M 19K
3M CO COM 553K 5K
ALTRIA GROUP INC COM 2M 37K
MOSAIC CO NEW COM 201K 7K
MP MATERIALS CORP COM CL A 207K 16K
MARATHON PETE CORP COM 557K 3K
MERCK & CO INC COM 2M 19K
MICROSOFT CORP COM 7M 15K
NUVEEN AMT FREE QLTY MUN INC COM 219K 19K
NETFLIX INC COM 685K 1K
NOKIA CORP SPONSORED ADR 530K 140K
NUVEEN MUN VALUE FD INC COM 106K 12K
NVIDIA CORPORATION COM 258K 2K
NEWELL BRANDS INC COM 298K 46K
THE ODP CORP COM 1M 38K
ONEOK INC NEW COM 2M 27K
ORACLE CORP COM 685K 5K
OCCIDENTAL PETE CORP COM 2M 26K
OCCIDENTAL PETE CORP *W EXP 08/03/202 373K 9K
PAYSIGN INC COM 43K 10K
PREMIER FINANCIAL CORP COM 836K 41K
PFIZER INC COM 2M 80K
PROCTER AND GAMBLE CO COM 1M 7K
SPROTT PHYSICAL GOLD TR UNIT 181K 10K
PHILIP MORRIS INTL INC COM 2M 19K
PRIMO WATER CORPORATION COM 345K 16K
SPROTT PHYSICAL SILVER TR TR UNIT 333K 34K
PHILLIPS 66 COM 396K 3K
INVESCO QQQ TR UNIT SER 1 2M 5K
REGIONS FINANCIAL CORP NEW COM 1M 52K
REINSURANCE GRP OF AMERICA I COM NEW 377K 2K
TRANSOCEAN LTD REGISTERED SHS 97K 18K
RTX CORPORATION COM 1M 11K
SUNRUN INC COM 214K 18K
SCHWAB CHARLES CORP COM 325K 4K
SHELL PLC SPON ADS 337K 5K
SHOPIFY INC CL A 208K 3K
SYNOVUS FINL CORP COM NEW 929K 23K
SOUTHERN CO COM 242K 3K
SPDR S&P 500 ETF TR TR UNIT 1M 2K
CONSTELLATION BRANDS INC CL A 314K 1K
AT&T INC COM 1M 56K
TARGET CORP COM 2M 11K
TRAVELERS COMPANIES INC COM 917K 5K
TYSON FOODS INC CL A 309K 5K
TRANE TECHNOLOGIES PLC SHS 1M 4K
TEXAS INSTRS INC COM 306K 2K
UNITEDHEALTH GROUP INC COM 397K 779
UNUM GROUP COM 317K 6K
UNITED PARCEL SERVICE INC CL B 921K 7K
UNITED RENTALS INC COM 248K 383
USIO INC COM 31K 20K
VANGUARD SPECIALIZED FUNDS DIV APP ETF 319K 2K
VANGUARD INDEX FDS S&P 500 ETF SHS 1M 3K
VANGUARD INDEX FDS MCAP GR IDXVIP 302K 1K
VANGUARD INDEX FDS TOTAL STK MKT 2M 7K
VANGUARD WHITEHALL FDS HIGH DIV YLD 2M 14K
VERIZON COMMUNICATIONS INC COM 782K 19K
WARNER BROS DISCOVERY INC COM SER A 99K 13K
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 275K 7K
WELLS FARGO CO NEW COM 1M 20K
WILLIAMS COS INC COM 382K 9K
WALMART INC COM 664K 10K
WESTROCK CO COM 437K 9K
SELECT SECTOR SPDR TR ENERGY 794K 9K
SELECT SECTOR SPDR TR FINANCIAL 3M 81K
SELECT SECTOR SPDR TR TECHNOLOGY 223K 985
SELECT SECTOR SPDR TR SBI HEALTHCARE 4M 28K
EXXON MOBIL CORP COM 2M 14K
ZOETIS INC CL A 350K 2K