Aio Financial, LLC
● SEC registered since 2020CRD 114030SEC# 801-118105Tucson, AZ
Reg. AUM
$199.2M
Employees
4
Accounts
197
Location
Tucson, AZ
Aio Financial, LLC assets under management
Aio Financial, LLC operates as an SEC-registered investment adviser based in Tucson, AZ. The firm has been registered since 2020. It reports $199.2 million in regulatory assets under management and employs 4 people.
Aio Financial, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| William Michael Holliday Control | Owner Cco | Over 75% | 2005 |
Frequently asked questions
How much does Aio Financial, LLC manage?
Aio Financial, LLC reports $199.2 million in regulatory assets under management on its Form ADV.
How many employees does Aio Financial, LLC have?
Aio Financial, LLC reports 4 employees.
Where is Aio Financial, LLC located?
Aio Financial, LLC is based in Tucson, AZ and has been SEC-registered since 2020.
Does Aio Financial, LLC disclose fund performance?
Aio Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2531 E Richards Pl, Tucson, AZ 85716 |
| Phone | 520-325-0769 |
| Fax | 520-325-0769 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$199.2M▲ 9%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$199.2Mregulatory AUM
Discretionary $0Non-discretionary $199.2M