AIO FINANCIAL, LLC
CRD #114030 SEC #801-118105 TUCSON, AZ 520-325-0769
SEC Registered
Total AUM
$181.9M
Discretionary
$0
Employees
3
Clients
101
Accounts
703
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Arizona
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 14, 2025
- Branch Offices
- 5
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HOLLIDAY, WILLIAM, MICHAEL | I | OWNER CCO | E | Control |
| HOLLIDAY, WILLIAM, MICHAEL | I | OWNER CCO | E | Control |
| HOLLIDAY, WILLIAM, MICHAEL | I | OWNER CCO | E | Control |
| HOLLIDAY, WILLIAM, MICHAEL | I | OWNER CCO | E | Control |
| HOLLIDAY, WILLIAM, MICHAEL | I | OWNER CCO | E | Control |
| HOLLIDAY, WILLIAM, MICHAEL | I | OWNER CCO | E | Control |
| HOLLIDAY, WILLIAM, MICHAEL | I | OWNER CCO | E | Control |
| HOLLIDAY, WILLIAM, MICHAEL | I | OWNER CCO | E | Control |
| HOLLIDAY, WILLIAM, MICHAEL | I | OWNER CCO | E | Control |
| HOLLIDAY, WILLIAM, MICHAEL | I | OWNER CCO | E | Control |
| HOLLIDAY, WILLIAM, MICHAEL | I | OWNER CCO | E | Control |
| HOLLIDAY, WILLIAM, MICHAEL | I | OWNER CCO | E | Control |
| HOLLIDAY, WILLIAM, MICHAEL | I | OWNER CCO | E | Control |
| HOLLIDAY, WILLIAM, MICHAEL | I | OWNER CCO | E | Control |
| HOLLIDAY, WILLIAM, MICHAEL | I | OWNER CCO | E | Control |
| HOLLIDAY, WILLIAM, MICHAEL | I | OWNER CCO | E | Control |
Registrations
Federal
IA
Jan 14, 2025 REGISTERED
Notice Filings (16)
AZ CA CO FL HI ID IL MT NC NM NV NY OR TX UT WA
Address
2531 E RICHARDS PLTUCSON, AZ 85716
United States
Phone: 520-325-0769