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| Ables Iannone Moore & Associates Inc
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|---|---|
| CRD # | 126942 |
| SEC # | 801-108916 |
| CIK # | 0002013713 |
| AUM | 258.7 M (2026-01-15) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 912-777-4128 |
| Address | 419 Montgomery Street Savannah, GA 31401 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 27.4 | ||
| Nvidia Corp | 21.5 | ||
| Alphabet Inc | 21.0 | ||
| Amazon Com Inc | 16.4 | ||
| J P Morgan Chase & Co | 8.0 | ||
| Visa Inc | 7.6 | ||
| Microsoft Corp | 6.7 | ||
| Home Depot Inc | 6.3 | ||
| Bank of America Corp /DE/ | 5.4 | ||
| Alphabet Inc | 4.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 312 | 62.7 |
| (b) Individuals (high net worth individuals) | 83 | 188.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 0.9 |
| (h) Charitable organizations | 2 | 3.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 4.0 |
| (n) Other | 0 | 0.0 |
| Total | 992 | 258.7 |
| By Discretionary | ||
| Discretionary | 987 | 247.6 |
| Non-Discretionary | 5 | 11.1 |
| Total | 992 | 258.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.9 | |
| United States Persons | 254.8 | |
| Total | 992 | 258.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002013713] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
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|---|---|---|
|
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an Exceptional Life Financial LLC
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|
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|
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|
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✚
|
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