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Ables, Iannone, Moore & Associates, Inc.

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Client assets under management

$250,833,634

Clients

395

21% high-net worth

Advisors

5

of 5 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

79

High

Average account size

$635,022

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

Portfolio management Newsletters or periodicals Educational seminars or workshops

Expertise

Active portfolio management

Fee options

Fixed

Fixed fees for consulting services (amounts negotiable)

Percentage

0.75% to 2.00% annually

Project-based

$100 to $200 per hour

Main office location

Ables, Iannone, Moore & Associates, Inc.

419 Montgomery Street

Savannah GA 31401, United States

Number of offices

1

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

Advisors at this firm

user avatar

Emma W

Series 65

Savannah, GA

Ables, Iannone, Moore & Associates, Inc.

Emma Wyman is a financial advisor at Ables, Iannone, Moore & Associates, Inc. with one year of industry experience. She holds the Series 65 designation. Prior to joining AIM&A in 2023, she worked at Lowcountry Children's Co-op from 2019 to 2022. Ables, Iannone, Moore & Associates provides discretionary and non-discretionary investment management and consulting services to individuals, trusts, estates, corporations, and business entities, serving both high-net-worth and other clients. The firm emphasizes a research-driven investment process utilizing fundamental, technical, and cyclical analysis to identify long-term opportunities, typically holding securities for at least three years.

Active portfolio management
user avatar

David H

Series 66

Savannah, GA

Ables, Iannone, Moore & Associates, Inc.

David Haverstick is a financial advisor at Ables, Iannone, Moore & Associates, Inc. in Savannah, GA, holding a Series 66 designation with 14 years of industry experience. He has been with Ables, Iannone, Moore & Associates since 2016, following a prior role at Intervest International Equities Corp. Ables, Iannone, Moore & Associates provides discretionary and non-discretionary investment management and limited consulting services to individuals, trusts, estates, corporations, and business entities. The firm focuses on portfolios of individual equities and fixed income, employing a proprietary research process combined with fundamental, technical, and cyclical analysis to identify long-term investment opportunities.

Active portfolio management
user avatar

Maria J

Series 65

Savannah, GA

Ables, Iannone, Moore & Associates, Inc.

Maria Justice is a financial advisor at Ables, Iannone, Moore & Associates, Inc. She holds a Series 65 designation and has one year of industry experience. Prior to joining AIM&A, she worked for six years at Celia Dunn Sotheby's International Realty. Ables, Iannone, Moore & Associates provides discretionary and non-discretionary investment management and consulting services to individuals, trusts, estates, corporations, and business entities. The firm primarily constructs portfolios of individual equities and fixed income, employing a proprietary research process combined with fundamental, technical, and cyclical analysis to identify long-term investment opportunities.

Active portfolio management
user avatar

Conlin M

Series 65

Savannah, GA

Ables, Iannone, Moore & Associates, Inc.

Conlin Muller is a financial advisor at Ables, Iannone, Moore & Associates, Inc. with one year of industry experience. He holds a Series 65 designation and has previously worked in diverse roles including positions at River Supply River Services and Druid Hills Golf Club. Ables, Iannone, Moore & Associates provides discretionary and non-discretionary investment management and limited consulting services to individuals, trusts, estates, corporations, and business entities. The firm serves both high-net-worth and other individual clients, focusing on portfolios of individual equities and fixed income while employing a proprietary research process combined with fundamental, technical, and cyclical analysis.

Active portfolio management
user avatar

Jeffrey I

Series 63, Series 65

Savannah, GA

Ables, Iannone, Moore & Associates, Inc.

Jeffrey Iannone is a financial advisor at Ables, Iannone, Moore & Associates, Inc. in Savannah, GA, with 22 years of industry experience. He has been with the firm since 2003 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is a limited partner in Cara Iannone Medical, LLC, which invests in private equity offerings. Ables, Iannone, Moore & Associates provides discretionary and non-discretionary investment management and consulting services to individuals, trusts, estates, corporations, and business entities. The firm focuses on portfolios of individual equities and fixed income, using a combination of proprietary and external research along with fundamental, technical, and cyclical analysis.

Active portfolio management
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