Allen, Mooney & Barnes Brokerage Services, LLC
Firm details
- Headquarters
- Thomasville, Georgia
- CRD number
- 142619
- Registered since
- March 29, 2007
- Website
- ambwealth.com
Firm profile
FINTRXOverview
Allen, Mooney & Barnes Brokerage Services, LLC is organized as a limited liability company and is classified in the FINTRX snapshot as an investment bank. The firm is SEC-registered (initial registration noted in 2007) and listed as owned by a domestic entity/individual. Public filings and the FINTRX snapshot include limited detail on the firm's client segments, fee models, specific business lines, or advisory activities. The snapshot flags that the firm is not a capital allocator and is not classified as a multi-state adviser. It is also listed as not being an active ESG investor, not a pension consultant, not a related adviser, and not newly formed.
Assets & Accounts
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
Owners & executives
3 of 4
Heather Strickland
Chief Financial OfficerCRD 6583810
Matthew Roach
Chief Investment Strategist, Vice PresidentCRD 5884689

Gordon Maner
Chief Executive OfficerCRD 4916231
Contacts
3 of 20
Robby Pitts
Financial AdvisorCRD 2914843

Mikel Parker
Head of Investment BankingCRD 4017632

Heather Vitek
Compliance SpecialistCRD 4626424
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Thomasville, GA
Thomas
Location
Thomasville, GA
Headquartered in Thomasville, GA, in the South of the United States.
- Region
- South
- County
- Thomas
- Address
- 135 S Madison St
- Time zone
- ET (UTC-5)
- Office locations
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