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 |
Principal Office
7000 PEACHTREE DUNWOODY ROADBLDG 9 SUITE 200
ATLANTA
GA
United States
Monday - Friday, 9:00-4:00
Tel: 770-394-5619, Fax: 770-394-5532
Websites
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
T*****@***************************M
(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
RAUM, Historic
No. Clients, Historic
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 | – |