|
⚲
|
| Keyboard |
| AIO Financial LLC
✚
|
|
|---|---|
| CRD # | 114030 |
| SEC # | 801-118105 |
| CIK # | |
| AUM | 199.2 M (2026-02-20) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 520-325-0769 |
| Address | 2531 E Richards Pl Tucson, AZ 85716 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 149 | 99.1 |
| (b) Individuals (high net worth individuals) | 48 | 100.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 197 | 199.2 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 197 | 199.2 |
| Total | 197 | 199.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.9 | |
| United States Persons | 196.2 | |
| Total | 197 | 199.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 2 (3 non-US) |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
DBK Financial Counsel LLC
✚
|
OH | 199.5 M |
|
Executive Financial Services Inc
✚
|
MI | 199.4 M |
|
Tranquilli Financial Advisor LLC
✚
|
NJ | 199.4 M |
|
Sechrest Financial Services LLC
✚
|
MA | 199.2 M |
|
RIK Saylor Financial Inc
✚
|
OH | 199.2 M |
|
Financial Architects LLC
✚
|
GA | 199.2 M |
|
RWA Advisors LLC
✚
|
FL | 199.1 M |
|
Bedminster LLC
✚
|
SC | 199.0 M |
|
MJT & Associates Financial Advisory Group Inc
✚
|
MN | 198.9 M |
|
Erickson Financial Group LLC
✚
|
PA | 198.9 M |