ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC

AMB WEALTH, LLC
THOMASVILLE, Georgia·9 registered advisors·CRD# 113106
SEC# 801-603503866-277-1500
01

Firm Overview

AUM
$848M
Regulatory assets under management
Employees
22
Total firm employees
Advisors
9
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementWealth ManagementFee-Only Advisory
04

Advisors at ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC

9 registered advisors
Brent Patrick Nicks
THOMASVILLE, Georgia
Carla Mercedes Roach
THOMASVILLE, Georgia
Charles Wesley Roberts
THOMASVILLE, Georgia
Daniel William Miller
THOMASVILLE, Georgia
Heather Michele Strickland
THOMASVILLE, Georgia
Mark Eric Davis
THOMASVILLE, Georgia
Richard Gordon Mooney
THOMASVILLE, Georgia
Sylvia Locke Dillinger
THOMASVILLE, Georgia
Travis Stanley Barnes
THOMASVILLE, Georgia
05

Office Locations

THOMASVILLE, Georgia
9 advisors

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Data sourced from SEC Form ADV filings. ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC (CRD# 113106) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.