Aio Financial, LLC

Aio Financial, LLC (CRD# 114030) is a financial advisory firm headquartered in Tucson, AZ. They manage $60,460,000 in 333 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    60
    MILLION
  • Total Number of Accounts
    333
    ACCOUNTS
  • Average Account Value
    $181,562
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ

Financial Advisors at Aio Financial, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Sylvia L. Matteson
CRD#: 1016168
Tucson, AZ
96
Wealthminder
score

Sylvia Matteson (CRD# 1016168) is an Investment Advisor Representative working at Aio Financial, LLC in Tucson, AZ and has over 29 years of experience in the finance industry. Sylvia Matteson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
William M. Holliday
CRD#: 4930333
Tucson, AZ
93
Wealthminder
score

William Holliday (CRD# 4930333) is an Investment Advisor Representative working at Aio Financial, LLC in Tucson, AZ and has over 11 years of experience in the finance industry.

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