|
⚲
|
| Ables Iannone Moore & Associates Inc
✚
|
|
|---|---|
| CRD # | 126942 |
| SEC # | 801-108916 |
| CIK # | 0002013713 |
| AUM | $239.2 M (2025-03-21) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 912-777-4128 |
| Address | 419 Montgomery Street Savannah, GA 31401 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 20.7 | ||
| Nvidia Corp | 19.6 | ||
| Amazon Com Inc | 16.1 | ||
| Alphabet Inc | 11.1 | ||
| VISA Inc | 8.5 | ||
| Microsoft Corp | 7.7 | ||
| J P Morgan Chase & Co | 7.2 | ||
| Trade Desk Inc | 5.9 | ||
| Home Depot Inc | 5.4 | ||
| Bank of America Corp /DE/ | 5.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 310 | 168.3 |
| (b) Individuals (high net worth individuals) | 74 | 66.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 2.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 1.7 |
| (n) Other | 0 | 0.0 |
| Total | 900 | 239.2 |
| By Discretionary | ||
| Discretionary | 896 | 231.0 |
| Non-Discretionary | 4 | 8.1 |
| Total | 900 | 239.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.6 | |
| United States Persons | 235.6 | |
| Total | 900 | 239.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002013713] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Fort Henry Capital LLC
✚
|
WV | 0.2 |
|
Kamichu Wealth Management LLC
✚
|
NV | 0.2 |
|
Elite Financial Inc
✚
|
ID | 0.2 |
|
Retirementadvice JKA
✚
|
CA | 0.2 |
|
David Wealth Management LLC
✚
|
VA | 0.2 |
|
E Batoff & Co Inc
✚
|
FL | 0.2 |
|
Leo H Evart Inc
✚
|
CA | 0.2 |
|
WIN Advisors Inc
✚
|
FL | 0.2 |
|
MHS Advisory Services LLC
✚
|
MN | 0.2 |
|
Ballast Rock Private Wealth LLC
✚
|
SC | 0.2 |