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Aio Financial, LLC

● SEC registered since 2020CRD 114030SEC# 801-118105Tucson, AZ
Export (members)
Reg. AUM
$199.2M
Employees
4
Accounts
197
Location
Tucson, AZ

Aio Financial, LLC assets under management

Aio Financial, LLC operates as an SEC-registered investment adviser based in Tucson, AZ. The firm has been registered since 2020. It reports $199.2 million in regulatory assets under management and employs 4 people.
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Aio Financial, LLC owners & executives

1 reported
NameTitleOwnershipSince
William Michael Holliday ControlOwner CcoOver 75%2005

Frequently asked questions

How much does Aio Financial, LLC manage?

Aio Financial, LLC reports $199.2 million in regulatory assets under management on its Form ADV.

How many employees does Aio Financial, LLC have?

Aio Financial, LLC reports 4 employees.

Where is Aio Financial, LLC located?

Aio Financial, LLC is based in Tucson, AZ and has been SEC-registered since 2020.

Does Aio Financial, LLC disclose fund performance?

Aio Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2531 E Richards Pl, Tucson, AZ 85716
Phone520-325-0769
Fax520-325-0769
Office hours9a.m. - 5p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyYes

Assets under management

Discretionary—
Non-discretionary$199.2M
Total (RAUM)$199.2M