MA

Miron Herbert Allen

39 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
16 advisors
Number of Clients
991 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$25K

AMB charges an annual fee based on the market value of assets managed, billed quarterly in arrears. There are multiple fee schedules in use by different advisors. AMB also has an annual platform fee of $130 per advisory account, assessed quarterly. Financial planning fees are determined by the scope and complexity of the engagement and are invoiced separately.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

135 South Madison Street, Thomasville, GA, 31792

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Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
January 2001
Other Business ActivitiesSells Insurance

Miron is an investment advisor at Allen, Mooney & Barnes Investment Advisors LLC, dedicating nearly full-time hours to this role. He also holds various positions including Chairman of FAIM Investments and Southern Lodging, LLC, Managing Partner at AMB Client Services (which includes fixed insurance products), and partner/investor roles in several other entities, spending minimal to a few hours per week on each.

Employment History
Current Registrations
Amb Wealth, LLC
February 2018 - Present · 7 yrs 11 mos
Allen, Mooney & Barnes Brokerage Services, LLCBroker
March 2007 - Present · 18 yrs 10 mos
Previous Registrations
Allen, Mooney & Barnes Investment Advisors, LLC
October 2004 - December 2017 · 13 yrs 2 mos
Raymond James Financial Services, INC.Broker
January 2001 - April 2007 · 6 yrs 3 mos
Shields & CompanyBroker
September 1989 - February 2001 · 11 yrs 5 mos
Integrated Resources Equity CorporationBroker
May 1989 - August 1989 · 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
September 1986 - May 1989 · 2 yrs 8 mos
State Registrations4 states
FLGAIDSC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.