This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-16-2003
- Office Locations
- 1
Office Locations
About Ables, Iannone, Moore & Associates, Inc.
AIMA, Inc. is an independent, fee-only RIA in Savannah, GA (founded 2003) serving clients across 27 states and 2 foreign countries. The firm provides comprehensive wealth management and customized institutional investment advisory, including OCIO, fixed income, and alternative strategies, using a disciplined, research-driven approach. Client accounts are supported via Pershing and quarterly reporting through Black Diamond.
Reported data analysis
What the numbers show
Between March 21, 2025 and January 15, 2026, reported AUM increased 8.2%, from $239.2M to $258.7M.
Across 5 reported observations, AUM increased 20.7% between January 24, 2022 and January 15, 2026, from $214.3M to $258.7M.
Of the latest reported AUM, 95.7% is discretionary and 4.3% is non-discretionary.
The firm reports 3 advisory representatives and 409 clients, or 136.3 clients per representative. That equates to $632.6K in reported AUM per client.
The profile lists 1 reported office location and 23 years in operation. The source data was last updated on January 15, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Ables, Iannone, Moore & Associates, Inc.'s detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Custodian
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Ables, Iannone, Moore & Associates, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JEFFREY ANTHONY IANNONE
Chief Executive Officer, Investment Advisor, President
- CRD
- #4408978
- Ownership
- 75% or more
DAVID P HAVERSTICK
Financial Advisor, General Partner, VICE PRESIDENT
- CRD
- #5982789
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
Unlock allContacts
Maria Justice
Director of Client Services
- CRD
- #7949714
Conlin Xavier Muller
Associate
- CRD
- #8011738
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $247,632,599 | $250,894 |
| Non-Discretionary | $11,084,946 | $2,216,989 |
| Total | $258,717,545 | $260,804 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Ables, Iannone, Moore & Associates, Inc. has reported separately managed account data across 9 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Ables, Iannone, Moore & Associates, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.