Miron
Allen
Amb Wealth, LLC
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About this Advisor
Miron Allen is a financial advisor working out of Thomasville, Georgia with 5 years of industry experience. Allen is an employee of Amb Wealth, LLC. Allen has gained experience at Allen, Mooney & Barnes Investment Advisors, LLC and Allen, Mooney & Barnes Brokerage Services. Allen maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida, Georgia and Maryland. Amb Wealth, LLC is a firm based out of Thomasville, GA. The firm has offices in two locations and a total of 17 financial advisors. It handles $680 million in total assets between its 658 client accounts, making it one of the larger investment advisory firms in the nation by assets under management. Of its 658 client accounts, 47% belong to high-net-worth investors who have greater than $1 million in assets. The advisory firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors are based on the financial services. Fees charged by Amb Wealth, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Amb Wealth, LLC Brokerage Details
$679,891,288
17
658
$1,033,269
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Miron Allen Work History
Miron has been registered as a financial advisor for 5 years.*
Allen, Mooney & Barnes Brokerage Services
Allen, Mooney & Barnes Investment Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Miron Allen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Amb Wealth, LLC
Thomasville, GA
Thomasville, GA
Thomasville, GA
Saint Simons Island, GA
Thomasville, GA
Thomasville, GA
Thomasville, GA
Thomasville, GA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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