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
1 Boars Head Place, Ste 220, Charlottesville, VA 22903
https://www.clioam.com
By the Numbers
  • Total Assets Under Management
    125
    MILLION
  • Total Number of Accounts
    75
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

LA, TX, VA

Financial Advisors at Clio Asset Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
James Aldige, financial advisor Charlottesville VA
James G. Aldige
CRD#: 6986573
1 Boars Head Place, Ste 220, Charlottesville, VA 22903

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.

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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