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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| AIO Financial LLC
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| CRD # | 114030 |
| SEC # | 801-118105 |
| CIK # | |
| AUM | $181.9 M (2025-01-14) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 520-325-0769 |
| Address | 2531 E Richards Pl Tucson, AZ 85716 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 147 | 109.3 |
| (b) Individuals (high net worth individuals) | 38 | 72.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 703 | 181.9 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 703 | 181.9 |
| Total | 703 | 181.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 181.9 | |
| Total | 703 | 181.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Kraematon Investment Advisors Inc
✚
|
MA | 0.2 |
|
Alpha ZERO LLC
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FL | 0.2 |
|
Guerra Pan Advisors LLC
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0.2 | |
|
Thompson Capital Management LLC
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|
0.2 | |
|
The Wealthgarden FS LLC
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|
CA | 0.2 |
|
Hummer Financial Advisory Services Inc
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|
0.2 | |
|
Miller Wealth Advisors LLC
✚
|
0.2 | |
|
Level Wealth Management LLC
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|
NC | 0.2 |
|
Bravias Capital Group LLC
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|
NJ | 0.2 |
|
Balanced Financial Planning Inc
✚
|
KS | 0.2 |