Ables, Iannone, Moore & Associates, Inc. is a large advisory firm based in Savannah. It manages $113.62 million of regulatory assets for 553 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of California, Florida, Georgia, and 6 other states.
Ables, Iannone, Moore & Associates provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ables, Iannone, Moore & Associates, Inc. is $113.62 million. The firm's AUM has grown by 309% since the beginning of its operation, and $961.93 thousand of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Ables, Iannone, Moore & Associates, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and corporations or other businesses. The largest group of clients of John Quinton Ables is high net worth individuals with 57 clients and $82.85 million of assets under management. Among the 7 most similar advisory firms, Ables, Iannone, Moore & Associates has the 4th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $113.22 million for 278 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Ables, Iannone, Moore & Associates doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
John Quinton Ables has been acting as President since 1 Jan 2003. Terri Bea Moore joined the executive team most recently as the Sr. V.P./Chief Compliance Officer & Coo.
The principal office where Ables, Iannone, Moore & Associates, Inc. performs its advisory services is located at 419 Montgomery Street, Savannah, GA 31401, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 912-777-4128 or by fax 912-777-5943. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at aimainc.com.