INVESTORS ASSET MANAGEMENT OF GEORGIA INC

HTTP://WWW.INVESTORSASSETMANAGEMENT.COM ATLANTA, GA Investment Advisor How do I update this listing?

Also known as:

  • INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV

Investors Asset Management OF Georgia is based out of Atlanta. Investors Asset Management OF Georgia is a large advisory firm with 225 clients and discretionary assets under management (AUM) of $189,540,655 (Form ADV from 2019-03-12). Their last reported 13F filing for Q2 2019 included $148,163,000 in managed 13F securities and a top 10 holdings concentration of 41.86%. Investors Asset Management OF Georgia's largest holding is Equifax Inc. with shares held of 155,489. Investors Asset Management OF Georgia has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 20 13F filings

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06/30/2019

13F Sector Allocation Over Time

06/30/2019

13F Activity

  • Market Value $148.163 Million
  • Prior Market Value $143.123 Million
  • New Purchases8 stocks
  • Additional Purchases40 stocks
  • Sold out of5 stocks
  • Reduced holdings in41 stocks
  • Top 10 Holdings % 41.86 %
  • Turnover % [1]:8.90%
  • Turnover Alt % [2]: 3.28 %
  • Time Held Top20:12.15 quarters
  • Time Held Top10:10.80 quarters
  • Time Held All:14.86 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: 11.21%
Performance Last 4 Quarters: 22.23%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR/A (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

INVESTORS ASSET MANAGEMENT OF GEORGIA INC
7000 PEACHTREE DUNWOODY ROAD BLDG 9 SUITE 200
ATLANTA GA    30328
Country: United States

Business Phone: 770-394-5619
Fax: 770-394-5532
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: GA
Number of employees: 7
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 59,723,200
Total Number of Clients: 225
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures: 11.E (2),11.E (4)
Data above was derived from SEC filings.

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INVESTORS ASSET MANAGEMENT OF GEORGIA INC

ownership team - last updated 2019-03-12
Name Title Start Date Direct/Indirect % Ownership
RIGBY, TIMOTHY, MICHAEL PRESIDENT, CHIEF COMPLIANCE OFFICER 03/01/1990 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
INVESTORS ASSET MANAGEMENT OF GEORGIA INC PRESIDENT, CHIEF COMPLIANCE OFFICER direct 1990-03-01
INVESTORS ASSET MANAGEMENT OF GEORGIA INC PRESIDENT direct 1990-03-01 2004-08-09
INVESTORS ASSET MANAGEMENT OF GEORGIA INC PRESIDENT, CCO direct 1990-03-01 2006-03-21
ARMENTROUT, OLIN, MARK VICE PRESIDENT 03/01/1990 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
INVESTORS ASSET MANAGEMENT OF GEORGIA INC VICE PRESIDENT direct 1990-03-01
CARLYLE, SAMUEL, JACKSON VICE PRESIDENT 03/01/1990 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
INVESTORS ASSET MANAGEMENT OF GEORGIA INC VICE PRESIDENT direct 1990-03-01
WATERS, GREGORY, RALPH VICE PRESIDENT 03/01/1990 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
INVESTORS ASSET MANAGEMENT OF GEORGIA INC VICE PRESIDENT direct 1990-03-01

INVESTORS ASSET MANAGEMENT OF GEORGIA INC

ownership team - last updated 2017-03-16
Name Title Start Date Direct/Indirect % Ownership
RIGBY, TIMOTHY, MICHAEL PRESIDENT, CHIEF COMPLIANCE OFFICER 03/01/1990 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
INVESTORS ASSET MANAGEMENT OF GEORGIA INC PRESIDENT, CHIEF COMPLIANCE OFFICER direct 1990-03-01
INVESTORS ASSET MANAGEMENT OF GEORGIA INC PRESIDENT direct 1990-03-01 2004-08-09
INVESTORS ASSET MANAGEMENT OF GEORGIA INC PRESIDENT, CCO direct 1990-03-01 2006-03-21
BRUMFIELD, FREDRICK, SCOTT VICE PRESIDENT 03/01/1990 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
INVESTORS ASSET MANAGEMENT OF GEORGIA INC VICE PRESIDENT direct 1990-03-01
ARMENTROUT, OLIN, MARK VICE PRESIDENT 03/01/1990 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
INVESTORS ASSET MANAGEMENT OF GEORGIA INC VICE PRESIDENT direct 1990-03-01
CARLYLE, SAMUEL, JACKSON VICE PRESIDENT 03/01/1990 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
INVESTORS ASSET MANAGEMENT OF GEORGIA INC VICE PRESIDENT direct 1990-03-01
WATERS, GREGORY, RALPH VICE PRESIDENT 03/01/1990 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
INVESTORS ASSET MANAGEMENT OF GEORGIA INC VICE PRESIDENT direct 1990-03-01

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