Allio Advisors LLC

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Assets, Funds, Holdings

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Allio Advisors LLC
CRD #317938
SEC #801-123065
CIK #
AUM $0.1 M (2025-07-28)
Employees 6 (17% Investors, 33% Brokers)
Phone845-475-7905
Address107 Spring Street
Seattle, WA 98104
Source [IAPD] [Website]
Total AUM ($k)
2502001501005002011201620212026
AUM Breakdown Accounts AUM ($k)
By Client Type
(a) Individuals (other than high net worth individuals) 868 68.3
(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 868 68.3
By Discretionary
Discretionary 868 68.3
Non-Discretionary 0 0.0
Total 868 68.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 68.3
Total 868 68.3
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