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
Cio Wealth Management, Inc.
By the Numbers
-
Total Assets Under Management54MILLION
-
Total Number of Accounts136ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA, NC, TX
Financial Advisors at Cio Wealth Management, Inc.
1
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.
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