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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- OptimaCrest foundation +more
- 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.
Team overview
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Custodian
Investment Vehicles
Platform
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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%
Pioneer peak
Wave timber
- CRD
- #12838
- Ownership
- 2.5%
Showing 2 of 3 owners & executives
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Maria Justice
--
- 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 |
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Separately Managed Accounts
Total SMA Asset: $258,717,545
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $700,732,416 | 10.4% |
| Other | $1,131,952,364 | 16.8% |
| Corporate - Non-Investment Grade | $323,414,961 | 4.8% |
| Public Funds | $976,982,695 | 14.5% |
| Cash | $1,320,611,091 | 19.6% |
| Corporate - Investment Grade | $424,482,136 | 6.3% |
| U.S. Government/Agency | $1,185,854,857 | 17.6% |
| Other | $673,781,168 | 10.0% |
| Total | $6,737,811,688 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PIONEER ALPHA RADIAL | CAPITAL OPTIMA | OQ6434HYA | HJNCN | 7.44% | $15,534,705 |
| TIMBER DELTA PEAK | NORTH FRONTIER | 3DGPLA1O5 | AAO | 11.77% | $105,905,914 |
| GLACIER FOUNDATION CATALYST | MOMENTUM ZENITH | JD7RHSCR8 | XQOMK | 5.69% | $72,135,017 |
| NORTH BEACON OPTIMA | UNISON SUMMIT | L836I9L9O | WEEZR | 1.24% | $50,212,031 |
| HARBOR RADIAL | LEGACY ATLAS | 2Z84A34PG | YDN | 2.06% | $26,143,531 |
| PIONEER PATHWAY | DELTA UNISON | HZHLX5PPC | JUL | 3.31% | $1,145,400 |
| NORTH RIDGE | MATRIX PATHWAY | EY6MFD8RT | TFEO | 5.38% | $79,688,449 |
| OAK VITAL NORTH | FRONTIER PEAK | UI09IEGMB | GDA | 6.98% | $9,552,886 |