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| Ables Iannone Moore & Associates Inc
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| |
|---|---|
| CRD # | 126942 |
| SEC # | 801-108916 |
| CIK # | 0002013713 |
| AUM | $196.7 MM (2024-03-14) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 912-777-4128 |
| Address | 419 Montgomery Street Savannah, GA 31401 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 23.5 | |
| NVDA | 399,550.0 | 17.7 | |
| AMZN | 1,092,997.8 | 15.0 | |
| GOOGL | 1,475,138.5 | 11.3 | |
| TTD | 21,471.3 | 8.1 | |
| MSFT | 1,918,222.4 | 6.5 | |
| V | 419,260.5 | 5.9 | |
| JPM | 340,169.2 | 5.2 | |
| HD | 277,648.0 | 4.7 | |
| BAC | 278,315.2 | 4.4 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 304 | 50.7 |
| (b) Individuals (high net worth individuals) | 69 | 141.4 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 3 | 2.6 |
| (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 | 3 | 2.1 |
| (n) Other | 0 | 0.0 |
| Total | 848 | 196.7 |
| By Discretionary | ||
| Discretionary | 846 | 187.1 |
| Non-Discretionary | 2 | 9.6 |
| Total | 848 | 196.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.4 | |
| United States Persons | 193.3 | |
| Total | 848 | 196.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002013713] |
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|---|---|---|
|
AGH Wealth Advisors LLC
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|
KS | 0.2 |
|
Integrated Capital Management Inc
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PA | 0.2 |
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Johnson Wealth Management LLC
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ND | 0.2 |
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Birks Financial Corp
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VA | 0.2 |
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Tandem Wealth Advisors LLC
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AZ | 0.2 |
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Varra Wealth Management LLC
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CO | 0.2 |
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Summit Investment Advisors Inc
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MD | 0.2 |
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Capital Financial Group Inc
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CO | 0.2 |
|
CMC Financial Group LLC
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GA | 0.2 |
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Matthias Private Wealth LLC
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|
FL | 0.2 |