Robby Pitts
Advisor at AMB Wealth, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at AMB Wealth, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Thomasville, GA 31792
Credentials
Series 63, Series 65
Industry experience
27 years
Robby Pitts is a financial advisor with AMB Wealth, LLC in Thomasville, GA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been associated with Allen, Mooney and Barnes Brokerage Services and its affiliated investment advisory firm since 2004. Pitts serves on the Southwest Georgia Technical College Board of Directors and is a member of a Georgia School Board and its associated risk management fund board. He is also a minority owner in several local investment ventures, including FAIM Investments LLC, Madison Investors, and a hotel in Thomasville. AMB Wealth, LLC provides discretionary portfolio management, financial planning, and consulting services to individual, high-net-worth, and institutional clients, managing approximately $1.07 billion in assets. The firm employs a Portfolio Management Committee that uses a combination of global macro, sector allocation, and quantitative and qualitative analysis to manage equity and fixed income portfolios on a discretionary basis.
Based on AMB Wealth, LLC
$25,000 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50% $25,000 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50%
Account minimum: $25,000 Minimum fee: Annual platform fee of $130 per advisory account, assessed quarterly, prorated at account opening Fee-only: Financial planning fees charged based on scope and complexity; fees invoiced and paid via check; specific amounts not stated
135 South Madison Street
Thomasville, GA 31792
Florida · Georgia · Maryland · Virginia
Allen, Mooney and Barnes Brokerage Services
2007 - Present (19 years)
Allen, Mooney and Barnes Investment Advisors
2004 - Present (22 years)
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