Allio Advisors LLC
CRD 317938SEC# 801-123065Seattle, WA
No longer SEC-registered. Allio Advisors LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$557K
Employees
6
Accounts
472
Location
Seattle, WA
Allio Advisors LLC assets under management
Allio Advisors LLC operates as an SEC-registered investment adviser based in Seattle, WA. It reports $556,892 in regulatory assets under management and employs 6 people.
Allio Advisors LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Allio Holdings LLC Control | Holding Company | Over 75% | 2021 |
| Daniel Thomas Garcia Control | Chief Compliance Officer | Under 5% | 2024 |
| Nicolo Perugini Control | Ceo | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Allio Advisors LLC manage?
Allio Advisors LLC reports $556,892 in regulatory assets under management on its Form ADV.
How many employees does Allio Advisors LLC have?
Allio Advisors LLC reports 6 employees.
Where is Allio Advisors LLC located?
Allio Advisors LLC is based in Seattle, WA.
Does Allio Advisors LLC disclose fund performance?
Allio Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 107 Spring Street, 3039a, Seattle, WA 98104 |
| Office hours | By Appointment Only |
| Discloses disciplinary history | Yes |
Regulatory AUM
$557K▲ 137%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 99%
Larger than 1% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$557Kregulatory AUM
Discretionary $557K