Overview
Assets Under Management: $1.0 billion
Headquarters: THOMASVILLE, GA
High-Net-Worth Clients: 119
Average Client Assets: $1 million
Frequently Asked Questions
ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #113106), ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC is subject to fiduciary duty under federal law.
ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC is headquartered in THOMASVILLE, GA.
ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC serves 119 high-net-worth clients according to their SEC filing dated April 23, 2025. View client details ↓
According to their SEC Form ADV, ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC manages $1.0 billion in client assets according to their SEC filing dated April 23, 2025.
According to their SEC Form ADV, ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 119
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 15.75
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 985
Discretionary Accounts: 985
Regulatory Filings
CRD Number: 113106
Filing ID: 1982300
Last Filing Date: 2025-04-23 13:36:00
Website: https://ambwealth.com