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Building 2ABLES, IANNONE, MOORE & ASSOCIATES, INC.

Map pinSAVANNAH, GA
Phone912-777-4128
NotebookSEC #801-108916
Total AUM
$258.7M
Employees
5
Clients
409

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
419 MONTGOMERY STREET
SAVANNAH
GA 31401
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
912-777-4128

ReceiptFinancials

Total AUM
$258.7M
Accounts
992
Discretionary
$247.6M
Accounts
987
Non-Discretionary
$11.1M
Accounts
5

ContactClients

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Individual Clients
312
AUM
$62.7M
HNW Individual Clients
83
AUM
$188.1M
Pension/Profit Sharing Plan Clients
4
AUM
$896.5K
Charitable Organization Clients
2
AUM
$3M
Corporation or Business Clients
8
AUM
$4M

Briefcase businessServices

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Services Offered
EducationIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCAFLGALAMANCNHNYSCTX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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