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 a small, SEC-registered advisory corporation that began registration in 2017 and is owned by an individual proprietor. The firm serves both individual and family clients as well as institutional accounts. Its advisory services emphasize portfolio management for individuals, small businesses and institutions and include publication of periodicals/newsletters and educational seminars or workshops. The firm charges clients via a mix of percentage-of-AUM, hourly, and fixed fees. It does not present itself as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 5Maria Justice
Director of Client ServicesCRD 7949714
JEFFREY IANNONE
PresidentCRD 4408978
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
$6M in ETFs
73%
$4.4M
13%
$1.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ALERIAN MLP ETF (AMLP) | Passive | Energy Limited Partnership | $1.3M | 25,038 | 21.95% |
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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