Miron Herbert Allen

Employer firm

Amb Wealth, LLC CRD 113106

$1.07B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2004 → Present
  Allen, Mooney And Barnes Investment Advisors
  Thomasville, GA
• 12/2006 → Present
  Allen, Mooney And Barnes Brokerage Services
  Thomasville, GA

Previous Registrations

• 2004-10-13 → 2017-12-31
  Amb Wealth, Llc
  Thomasville, GA

Other Businesses

1. Licensed Insurance Agent: non-variable insurance / investment related; 1 hour monthly and during market hours; Start date: 02.13.2006 2.FAIM INVESTMENTS-CHAIRMAN-PARENT COMPANY OF ALLEN, MOONEY & BARNES BROKERAGE SERVICES, ALLEN, MOONEY & BARNES INVESTMENT ADVISORS AND AMB CLIENT SERVICES. ABOUT 3 HOURS PER MONTH ON THIS ACTIVITY. 3.AMB CLIENT SERVICES--MANAGING PARTNER--FAMILY OFFICE BUSINESS AND FIXED INSURANCE PRODUCTS. ABOUT 8 HOURS PER MONTH ON THIS ACTIVITY. 119 S MADISON STREET, THOMASVILLE, GA. 4.CAMP HOSPITALITY-INVESTOR AND BOARD MEMBER-OWN HOTELS SINCE 1995. PASSIVE INVESTMENT, SPEND ABOUT 4 HOURS PER MONTH ON THIS INVESTMENT. 5.MADISON INVESTORS, LLC--PARTNER--OWNS THE BUILDING OCCUPIED BY ALLEN, MOONEY & BARNES INVESTMENT ADVISORS SINCE 2000. APPROXIMATELY 2 HOURS PER MONTH ON THIS ACTIVITY. 6.PARKER POE CHARITABLE TRUST- CO-TRUSTEE- REVIEW GRANT APPLICATIONS AND PRESENT INFORMATION TO CO-TRUSTEE. SPEND APPROXIMATELY 20 HOURS PER MONTH ON THIS ACTIVITY, THE MAJORITY OF THE TIME IS OUTSIDE OF TRADING HOURS. 7.BROADSTREET CONDO'S-LLC- OWNER. PASSIVE INVESTOR, NO TIME SPENT DURING TRADING HOURS. OWNER SINCE DECEMBER 2010 8.SOUTHERN LODGING, LLC - CHAIRMAN - OPERATING COMPANY FOR HOTEL - ABOUT 2 HOURS PER WEEK 9.AMB PROFESSIONAL SERVICES - MANAGING PRINCIPAL OF AFFILIATED ENTITY TO BROKER-DEALER SUPPORTING CERTAIN SPONSORED INVESTMENTS OF AMB BROKERAGE SERVICES; START DATE 09/2012; 2 HOURS MONTHLY DURING MARKET HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-11-05
• S63 Uniform Securities Agent State Law Examination
  1986-10-10

Other Names

• M H Allen
• Miron Herbert Jr Allen