Cio Wealth Management, Inc.

Cio Wealth Management, Inc. (CRD# 313576) is a financial advisory firm headquartered in Sudbury, MA. They manage $54,024,084 in 136 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
144 North Road, Suite 2300, Sudbury, MA 01776
https://ciowm.com
By the Numbers
  • Total Assets Under Management
    54
    MILLION
  • Total Number of Accounts
    136
    ACCOUNTS
  • Average Account Value
    $397,236
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, NC, TX

Financial Advisors at Cio Wealth Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Andrew Sullivan, financial advisor Sudbury MA
Andrew R. Sullivan
CRD#: 2989616
144 North Road, Suite 2300, Sudbury, MA 01776

Andrew Sullivan (CRD# 2989616) is an Investment Advisor Representative working at Cio Wealth Management, Inc. in Sudbury, MA and has over 26 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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