RIA Intelligence

INVESTORS ASSET MANAGEMENT, INC.

CRD #111462 SEC #801-18198 PLANO, TX 972-985-7162
SEC Registered
Total AUM
$193.1M
Discretionary
$193.1M
Employees
6
Clients
26
Accounts
561

Firm Details

Organization Type
Corporation
State of Formation
Texas
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Feb 19, 2013
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
DYER, AARON, DANICHIEF OPERATIONS OFFICERNA Control
DYER, AARON, DANICHIEF OPERATIONS OFFICERNA Control
DYER, AARON, DANICHIEF OPERATIONS OFFICERNA Control
ERWIN, LINDA, SUSANIDIRECTORNA
ERWIN, LINDA, SUSANIDIRECTORNA
ERWIN, LINDA, SUSANIDIRECTORNA
ERWIN, LINDA, SUSANIDIRECTORNA
ERWIN, LINDA, SUSANIDIRECTORNA
ERWIN, LINDA, SUSANIDIRECTORNA
ERWIN, LINDA, SUSANIDIRECTORNA
ERWIN, LINDA, SUSANIDIRECTORNA
ERWIN, LINDA, SUSANIDIRECTORNA
ERWIN, LINDA, SUSANIDIRECTORNA
ERWIN, RICHARD, CIPRESIDENTE Control
ERWIN, RICHARD, CIPRESIDENTE Control
ERWIN, RICHARD, CIPRESIDENTE Control
ERWIN, RICHARD, CLAYTONIPRESIDENT / CHIEF COMPLIANCE OFFICERE Control
ERWIN, RICHARD, CLAYTONIPRESIDENT / CHIEF COMPLIANCE OFFICERE Control
ERWIN, RICHARD, CLAYTONIPRESIDENT / CHIEF COMPLIANCE OFFICERE Control
ERWIN, RICHARD, CLAYTONIPRESIDENT / CHIEF COMPLIANCE OFFICERE Control
ERWIN, RICHARD, CLAYTONIPRESIDENT / CHIEF COMPLIANCE OFFICERE Control
ERWIN, RICHARD, CLAYTONIPRESIDENT / CHIEF COMPLIANCE OFFICERE Control
ERWIN, RICHARD, CLAYTONIPRESIDENT / CHIEF COMPLIANCE OFFICERE Control
ERWIN, RICHARD, CLAYTONIPRESIDENT / CHIEF COMPLIANCE OFFICERE Control
ERWIN, RICHARD, CLAYTONIPRESIDENT / CHIEF COMPLIANCE OFFICERE Control
ERWIN, RICHARD, CLAYTONIPRESIDENT / CHIEF COMPLIANCE OFFICERE Control
ERWIN, JOHN, ROBERTISHAREHOLDERA
ERWIN, JOHN, ROBERTISHAREHOLDERA
ERWIN, LINDA, SUSANIDIRECTORA
ERWIN, LINDA, SUSANIDIRECTORA
ERWIN, LINDA, SUSANIDIRECTORA

Registrations

Federal

IA
Feb 19, 2013 REGISTERED

Notice Filings (9)

CA FL LA MA MI NY OK TX VT

Address

LEGACY BANK PLAZA, 5000 LEGACY
SUITE 180
PLANO, TX 75024
United States
Phone: 972-985-7162