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ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC

dba AMB WEALTH, LLC · CRD 113106 · Registered Investment Adviser

ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC is a Registered Investment Adviser headquartered in THOMASVILLE, GA. The firm reports $1,074,797,415 in regulatory assets under management across 1,157 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$1,074,797,415
Non-discretionary$0
Total RAUM$1,074,797,415
Accounts1,157

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 113106. adviserinfo.sec.gov/firm/summary/113106.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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