Clio Asset Management LLC
Clio Asset Management LLC (CRD# 298041) is a financial advisory firm headquartered in Charlottesville, VA. They manage $124,964,770 in 75 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management125MILLION
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Total Number of Accounts75ACCOUNTS
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Average Account Value$1,666,197
Compensation Options
- A percentage of assets under your management
- Performance-based fees
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
LA, TX, VA
Financial Advisors at Clio Asset Management LLC
1
James Aldige (CRD# 6986573) is an Investment Advisor Representative working at Clio Asset Management LLC in Charlottesville, VA and has over 5 years of experience in the finance industry.
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