Allen, Mooney & Barnes Investment Advisors, LLC is a large advisory firm based in Thomasville. It manages $651.58 million of regulatory assets for 1,256 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Arkansas, Florida, Georgia, and 8 other states.
Allen, Mooney & Barnes Investment Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Allen, Mooney & Barnes Investment Advisors, LLC is $651.58 million. The firm's AUM has grown by 283% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Allen, Mooney & Barnes Investment Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, banking or thrift institutions, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Allen, Mooney & Barnes Investment Advisors is corporations or other businesses with 172 clients and $229.87 million of assets under management. Among the 11 most similar advisory firms, Allen, Mooney & Barnes Investment Advisors has the highest percentage of corporations or other businesses out of all clients.
The amount of regulatory assets under management is $650.12 million for 1,210 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Allen, Mooney & Barnes Investment Advisors doesn't advise any private funds.
The company employs 13 people that are either part- or full-time employees. 77 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There are 3 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Allen, Mooney & Barnes Investment Advisors, LLC performs its advisory services is located at 135 South Madison Street, Thomasville, GA 31792 The mailing address of the firm is P.O. Box 1116, Thomasville, GA 31799 1116. An additional office of the firm is in St Simons Island, GA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 866-277-1500 or by fax 229-225-1525. The normal business hours are 8:00a.m. - 5:00p.m. on Monday - Friday. You can find more information about the New York firm at ambwealth.com.