AdvisorRanked
79
Some Concerns

INVESTORS ASSET MANAGEMENT OF GEORGIA INC

7000 PEACHTREE DUNWOODY ROAD, ATLANTA, GA 30328
Fiduciaryfee-onlySEC Registered
770-394-5619 HTTP://WWW.INVESTORSASSETMANAGEMENT.COM CRD #106796
$502M
Assets Managed
7
Clients
9
Employees
36
Years Active
since 1990

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46097. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: Yes

This firm has direct custody of client assets, rather than using an independent custodian. This is a higher-risk arrangement that requires additional regulatory safeguards.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

complaint46097

2 customer complaint(s)/arbitration(s) disclosed on Form ADV Item 11.

Resolved

Total complaints on record: 2

Complaint ratio: 28.57 per 100 clients

Industry average is approximately 0.15 complaints per 100 clients. A ratio above 0.30 is considered elevated.

Firm Details

Legal NameINVESTORS ASSET MANAGEMENT OF GEORGIA INC
CRD Number#106796
SEC RegisteredYes
Registration Date1990-11-01
States RegisteredGA
Assets Under Management$502M
Number of Clients7
Employees9
Compensation Typefee-only
Last ADV Filing46097

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Frequently Asked Questions

Is INVESTORS ASSET MANAGEMENT OF GEORGIA INC a fiduciary?

Yes. INVESTORS ASSET MANAGEMENT OF GEORGIA INC is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does INVESTORS ASSET MANAGEMENT OF GEORGIA INC charge clients?

INVESTORS ASSET MANAGEMENT OF GEORGIA INC uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does INVESTORS ASSET MANAGEMENT OF GEORGIA INC have any complaints?

Yes. INVESTORS ASSET MANAGEMENT OF GEORGIA INC has 2 complaint(s) on record. Their complaint ratio is 28.57 per 100 clients (industry average: ~0.15).

How does INVESTORS ASSET MANAGEMENT OF GEORGIA INC compare to other advisors in ATLANTA?

INVESTORS ASSET MANAGEMENT OF GEORGIA INC has a Red Flag Score of 79/100. There are 189 registered advisory firms in ATLANTA. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46097. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.