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ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC

UUID35b4612d-77c3-552b-9ace-c1c656cde04d
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:49
Updated2025-10-23 02:23:49

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 113106 113106 1.0
cik 0002001461 2001461
lei 25490011JAW119CPNJ63 25490011JAW119CPNJ63
sec_file_number 801-60350 801-60350

Profile

Websitehttps://WWW.AMBWEALTH.COM
HQ CityTHOMASVILLE
HQ StateGA
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • AMB WEALTH, LLC adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)1,010,736,265.0
  • RAUM (discretionary)1,010,736,265.0
  • Actionable assets450,250,156.0
  • Accounts985.0

Institutional Clients

  • Government AUM
  • Pension AUM79,841,598.0
  • Charitable AUM88,748,439.0
  • HNW AUM159,194,384.0

As of 2025-04-23 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.