Hedge Fund Database

ABLES, IANNONE, MOORE & ASSOCIATES, INC.

Adviser information for ABLES, IANNONE, MOORE & ASSOCIATES, INC. last updated from Form ADV on March 14th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location South Carolina, United States

Employees

Total Number of Employees 4
Investment Advisory/Research 2
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 2
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 846 $187.1M
Non-Discretionary 2 $9.6M
Total 848 $196.7M

Clients

Type Number RAUM
Individuals 304 $50.7M
HNW Individuals 69 $141.4M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 3 $2.6M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 3 $2.1M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 1
No. of Financial Planning Clients 0

Services

Advisory Services Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-108916
SEC ERA File Number 801-108916
SEC CIK Numbers 2013713
SEC CRD Numbers 126942
Legal Entity Identifier None

Principal Office

419 MONTGOMERY STREET
SAVANNAH
GA
United States
Monday - Friday, 9:00 AM TO 5:00 PM
Tel: 912-777-4128, Fax: 912-777-5943

Websites

www.aimainc.com www.facebook.com/aimainc twitter.com/aimainc www.linkedin.com/company/ables-iannone-moore-associates-inc www.instagram.com/aima_inc www.youtube.com/@aima_inc_

Chief Compliance Officer

JEFFREY A. IANNNONE
PRESIDENT / CEO
419 MONTGOMERY STREET
SAVANNAH
GA
United States
Tel: 912-777-4128
Fax: 912-777-5943
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
IANNONE, JEFFREY, ANTHONY Individual – PRESIDENT / CEO & CHIEF COMPLIANCE OFFICER 05/2006 > 75%
HAVERSTICK, DAVID, P Individual – VICE PRESIDENT 02/2020 < 5%

No. Employees, Historic

10502020202120222023202420254 on 3/2/20204 on 6/9/20204 on 6/10/20203 on 2/4/20214 on 1/24/20223 on 3/31/20234 on 3/14/2024

RAUM, Historic

300M150M0202020212022202320242025134373444 on 3/2/2020134373444 on 6/9/2020134373444 on 6/10/2020183218372 on 2/4/2021214293306 on 1/24/2022154197785 on 3/31/2023196690610 on 3/14/2024

No. Clients, Historic

4002000202020212022202320242025273 on 3/2/2020273 on 6/9/2020273 on 6/10/2020294 on 2/4/2021324 on 1/24/2022317 on 3/31/2023379 on 3/14/2024

Holdings

From latest 13F, filed July 11th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
AMAZON COM INC COM 15M 78K 0
INVESCO QQQ TR UNIT SER 1 650K 1K 0
VULCAN MATLS CO COM 3M 11K 0
JOHNSON & JOHNSON COM 2M 16K 0
WASTE MGMT INC DEL COM 1M 5K 0
COSTCO WHSL CORP NEW COM 2M 2K 0
GOLDMAN SACHS GROUP INC COM 248K 548 0
PROCTER AND GAMBLE CO COM 545K 3K 0
UNITED PARCEL SERVICE INC CL B 1M 11K 0
MARRIOTT INTL INC NEW CL A 357K 1K 0
MEDICAL PPTYS TRUST INC COM 245K 57K 0
THE TRADE DESK INC COM CL A 8M 83K 0
PEPSICO INC COM 1M 7K 0
HOME DEPOT INC COM 5M 14K 0
SOUTHERN CO COM 1M 14K 0
LABCORP HOLDINGS INC COM SHS 331K 2K 0
OLD NATL BANCORP IND COM 421K 24K 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 3M 8K 0
ALPHABET INC CAP STK CL A 11M 62K 0
CONSTELLATION BRANDS INC CL A 2M 8K 0
CSX CORP COM 2M 47K 0
MICROSOFT CORP COM 6M 14K 0
VALERO ENERGY CORP COM 1M 7K 0
NEXTERA ENERGY INC COM 700K 10K 0
TESLA INC COM 864K 4K 0
LINDE PLC SHS 606K 1K 0
WATTS WATER TECHNOLOGIES INC CL A 596K 3K 0
UBER TECHNOLOGIES INC COM 461K 6K 0
FASTLY INC CL A 130K 18K 0
TWILIO INC CL A 992K 17K 0
DUKE ENERGY CORP NEW COM NEW 717K 7K 0
ONDAS HLDGS INC COM NEW 66K 113K 0
AIRBNB INC COM CL A 1M 9K 0
VISA INC COM CL A 6M 23K 0
ALIGHT INC COM CL A 1M 193K 0
MID-AMER APT CMNTYS INC COM 373K 3K 0
AMERICAN TOWER CORP NEW COM 3M 16K 0
NVIDIA CORPORATION COM 18M 143K 0
MCDONALDS CORP COM 2M 8K 0
ISHARES BITCOIN TR SHS 681K 20K 0
SALESFORCE INC COM 646K 3K 0
JPMORGAN CHASE & CO. COM 5M 26K 0
CHEVRON CORP NEW COM 1M 8K 0
BANK AMERICA CORP COM 4M 110K 0
WALMART INC COM 256K 4K 0
CATERPILLAR INC COM 229K 687 0
ALPHABET INC CAP STK CL C 3M 17K 0
AMGEN INC COM 1M 3K 0
DOMINION ENERGY INC COM 673K 14K 0
EXXON MOBIL CORP COM 907K 8K 0
UNITEDHEALTH GROUP INC COM 2M 4K 0
DEERE & CO COM 2M 5K 0
APPLE INC COM 24M 112K 0
DISNEY WALT CO COM 316K 3K 0