A complete list of active advisors currently associated with Ables, Iannone, Moore & Associates, Inc.

Warmer can help you find a great advisor at Ables, Iannone, Moore & Associates, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Ables, Iannone, Moore & Associates, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.