Investors Asset Management of Georgia Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated March 16, 2026, reports $502M in regulatory assets under management, 9 employees, 1 office, and 772 accounts.
Assets Under Management
$502M
Employees
9
Offices
1 office
Total Clients
529
Primary office
ATLANTA, GA
7000 PEACHTREE DUNWOODY ROAD, BLDG 9 SUITE 200, ATLANTA, GA, United States
Top client segmentIndividuals represent 41.8% of total clients.
Top client categories% of clientsClients
1
Individuals
41.8%
221
2
HNWI
25.7%
136
3
Pension Plans
17.4%
92
4
401K/403B/457 AND OTHER MANAGED ACCOUNTS
15.1%
80
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$502Mas of March 16, 2026
Discretionary100.0%
$502M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$502M
Total Accounts772
10Y AUM Change+$311M (+162.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee59:1
10Y Employee Change+2 (+28.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.