Ables, Iannone, Moore & Associates, Inc.

RIASEC RegisteredEst. 2017

Total AUM

$259M

Discretionary

$248M

96% of AUM

Avg account

$261K

Accounts

992

Employees

Advisory reps

Firm details

Headquarters: Savannah, Georgia
CRD number: 126942
Registered since: January 11, 2017
Website: aimainc.com
Custodians: PERSHING LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI72.71%
Individuals24.25%
Corporations / Businesses1.54%
Charitable Organizations1.16%
Pension & Profit Sharing Plans0.35%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Ables, Iannone, Moore & Associates, Inc. is an independent, corporation-structured registered investment adviser that began SEC registration in 2017 and is owned by an individual. The firm serves both individuals and families as well as institutional clients, delivering portfolio management for individuals, small businesses and for business/institutional portfolios. Its fee arrangements include a percentage of AUM as well as hourly and fixed-fee arrangements. The firm also produces periodicals or newsletters and runs educational seminars and workshops. It does not identify as an active ESG investor, is not a multi-state adviser, and does not position itself as a capital allocator or pension consultant.