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⚲
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| Allio Advisors LLC
✚
|
|
|---|---|
| CRD # | 317938 |
| SEC # | 801-123065 |
| CIK # | |
| AUM | $0.6 M (2025-10-03) |
| Employees | 6 (17% Investors, 33% Brokers) |
| Phone | 888-969-4932 |
| Address | 107 Spring Street Seattle, WA 98104 |
| Source | [IAPD] [Website] |
| Total AUM ($k) |
|---|
| AUM Breakdown | Accounts | AUM ($k) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 428 | 556.9 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 472 | 556.9 |
| By Discretionary | ||
| Discretionary | 472 | 556.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 472 | 556.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 556.9 | |
| Total | 472 | 556.9 |
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|---|---|---|
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Poket Financial LLC
✚
|
0.0 | |
|
Nine30 Advisors LLC
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|
0.0 | |
|
Stockpile Investment Advisors Inc
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CA | 0.0 |
|
Investable Wealth Management Inc
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|
0.0 | |
|
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NY | 0.0 |
|
Adaptive Advisers LLC
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MA | 0.0 |
|
Fountaindale LLC
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|
0.0 | |
|
Trove Investment Advisors LLC
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|
TX | 0.0 |
|
Inversso LLC
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|
0.0 | |
|
Openvest Access LLC
✚
|
FL | 0.0 |