Ables, Iannone, Moore & Associates, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$250,833,634
Clients
395
Advisors
5
of 5 employees
About
Ables, Iannone, Moore & Associates, Inc. (AIM&A) provides discretionary and non-discretionary investment management and limited consulting services to individuals, trusts, estates, and business entities, primarily through portfolios of individual stocks and bonds. The firm reports managing about $258.7 million for approximately 395 clients and also advises on investments held in variable life/annuity products and employer-sponsored retirement plans.
AIM&A’s investment process combines a proprietary research method with outside research and uses fundamental, technical, and cyclical analysis to identify growth blended with value opportunities, generally holding securities for at least three years. The firm conducts ongoing monitoring with quarterly account reviews and tailors allocations to client objectives, exercising discretion where authorized.
The brochure discloses a paid non-client promoter, Danny Britt, who provides endorsements including participation in radio advertising for a monthly fee of $600, a marketing practice that is uncommon among similar team firms. The firm also discloses the use of more advanced strategies in separately managed accounts — including derivatives and borrowing — which is less typical for peers of this size and may affect portfolio risk and trading practices.
Client services
Expertise
Fee options
Fixed fees for consulting services (amounts negotiable)
0.75% to 2.00% annually
$100 to $200 per hour
Main office
419 Montgomery Street
Savannah GA 31401
Advisors at this office
5
Most active in
Alabama · California · Florida · Georgia · Louisiana · Massachusetts · New Hampshire · New York · North Carolina · South Carolina · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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