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They include 312 individual clients, 83 high-net-worth individuals, and 8 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 15 January 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Ables, Iannone, Moore & Associates offer?","answer":"Ables, Iannone, Moore & Associates provides portfolio management for individuals and small businesses, portfolio management for institutions, publishing newsletters, and educational seminars.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Ables, Iannone, Moore & Associates charge?","answer":"Ables, Iannone, Moore & Associates charges 0.75%–2.00% a year for its Investment Management Fee. The fee is billed in advance and is negotiable.","source":"ABLES, IANNONE, MOORE & ASSOCIATES, INC. DISCLOSURE BROCHURE, filed 15 January 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Ables, Iannone, Moore & Associates use?","answer":"Ables, Iannone, Moore & Associates’ separately managed account assets are held at Pershing Advisor Solutions LLC (Jersey City, NJ), with $259M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 15 January 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Ables, Iannone, Moore & Associates have?","answer":"Ables, Iannone, Moore & Associates has 5 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Ables, Iannone, Moore & Associates invest in?","answer":"At the end of its last fiscal year, Ables, Iannone, Moore & Associates’ separately managed accounts held 74% exchange-traded equities, 9% other, 7% high-yield corporate bonds, 3% registered funds (mutual funds, ETFs, BDCs), 2% U.S. government and agency bonds, 2% investment grade corporate bonds, 2% cash and equivalents, 1% state and local bonds and 1% derivatives. The 9% other category is described as: Convertible Bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Ables, Iannone, Moore & Associates?","answer":"Ables, Iannone, Moore & Associates’ direct owner is Jeffrey Iannone (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 15 January 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Ables, Iannone, Moore & Associates get paid?","answer":"Ables, Iannone, Moore & Associates is paid through a percentage of assets under management, hourly charges and fixed fees. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}