Ables, Iannone, Moore & Associates, Inc.
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
FINTRXOverview
Ables, Iannone, Moore & Associates, Inc. is an independent registered investment adviser organized as a corporation and registered with the SEC in 2017. The firm is individually owned and serves a mix of individual and family clients as well as institutional accounts. Its fee arrangements include asset-based fees, hourly billing, and fixed-fee engagements. Core advisory services emphasize discretionary and non-discretionary portfolio management for individuals, small businesses and institutions, and the firm also produces published materials and runs educational seminars and workshops. The firm does not identify itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities74%
- Other9%
- Non-Investment Grade Corp Bonds7%
- Public Funds/Mutual Funds3%
- US Government Bonds2%
Contacts
3 of 5
Jeffrey Iannone
PresidentCRD 4408978
David Haverstick
Vice President, Director Of ResearchCRD 5982789
Emma Wyman
Client Service SpecialistCRD 7949704
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 9Active vs passive
$7.3M in ETFs
70%
$5.1M
4%
$2.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SIMPLIFY GOVERNMENT MONEY MARKET ETF (SBIL) | $1.6M | 16,006 | 22.00% |
Location
Savannah, GA
Chatham
Location
Savannah, GA
Headquartered in Savannah, GA, anchoring the Savannah-Hinesville-Statesboro, GA metro in the South.
- Metro area
- Savannah-Hinesville-Statesboro, GA
- Region
- South
- County
- Chatham
- Address
- 419 Montgomery St
- Time zone
- ET (UTC-5)
- Office locations
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