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ABLES, IANNONE, MOORE & ASSOCIATES, INC.
CRD 126942 · SEC 801-108916
419 MONTGOMERY STREET, SAVANNAH, GA, 31401, United States
Phone
912-777-4128
Fax
912-777-5943
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$258.7M
Discretionary AUM
$247.6M
Team
5 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-01-15
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Publication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 312 | $62.7M |
| High net worth individuals | 83 | $188.1M |
| Pension/profit sharing plans | 4 | $897K |
| Charitable organizations | 2 | $3.0M |
| Corporations/business entities | 8 | $4.0M |
States served
AL, CA, GA, LA, MA, NY, NC, SC, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD