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Olio Financial Planning, LLC

● SEC registered since 2017CRD 282355SEC# 801-111849McLean, VA
Export (members)
Reg. AUM
$491.9M
Employees
13
Accounts
1,586
Location
McLean, VA

Olio Financial Planning, LLC assets under management

Olio Financial Planning, LLC is a registered investment adviser overseen by the SEC based in McLean, VA. The firm has been registered since 2017. It reports $491.9 million in regulatory assets under management and employs 13 people.
www.instagram.com/meetolioView on SEC.gov ↗

Olio Financial Planning, LLC owners & executives

1 reported
NameTitleOwnershipSince
Andrew Joseph Miller ControlFounder/Chief Executive Officer/Chief Compliance Officer/Managing MemberOver 75%2015

Frequently asked questions

How much does Olio Financial Planning, LLC manage?

Olio Financial Planning, LLC reports $491.9 million in regulatory assets under management on its Form ADV.

How many employees does Olio Financial Planning, LLC have?

Olio Financial Planning, LLC reports 13 employees.

Where is Olio Financial Planning, LLC located?

Olio Financial Planning, LLC is based in McLean, VA and has been SEC-registered since 2017.

Does Olio Financial Planning, LLC disclose fund performance?

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

Contact & registration

Address1751 Pinnacle Drive, Suite 600, McLean, VA 22102-4007
Phone703.459.9299
Fax703.459.9699
Office hours9:00 a.m. To 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1906766
Discloses disciplinary historyNo

Assets under management

Discretionary$475.4M
Non-discretionary$16.4M
Total (RAUM)$491.9M