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⚲
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| Allio Advisors LLC
✚
| |
|---|---|
| CRD # | 317938 |
| SEC # | 801-123065 |
| CIK # | |
| AUM | $0.2 MM (2024-07-31) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 845-475-7905 |
| Address | 107 Spring Street Seattle, WA 98104 |
| Source | [IAPD] [Website] |
| Total AUM ($1000's) |
|---|
| AUM Breakdown | Accounts | AUM ($1000's) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,028 | 234.9 |
| (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 | 1,028 | 234.9 |
| By Discretionary | ||
| Discretionary | 1,028 | 234.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,028 | 234.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 234.9 | |
| Total | 1,028 | 234.9 |
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|---|---|---|
|
Invex Next LLC
✚
|
FL | 0.0 |
|
BBAE Advisors LLC
✚
|
TX | 0.0 |
|
Poket Financial LLC
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|
0.0 | |
|
Inversso LLC
✚
|
FL | 0.0 |
|
ELV8 Inc
✚
|
NY | 0.0 |
|
MRP Currency LLC
✚
|
GA | 0.0 |
|
Phillips Capital LLC
✚
|
NY | 0.0 |
|
Monorail Securities LLC
✚
|
FL | 0.0 |
|
Voura Inc
✚
|
TX | 0.0 |
|
Sidepocket Inc
✚
|
CA | 0.0 |