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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $181.9M | $0 | $181.9M | 3 | 4 |
| Mar 2024 | $156.7M | $0 | $156.7M | 1 | 4 |
| Dec 2023 | $144.8M | $0 | $144.8M | 1 | 1 |
| Mar 2023 | $144.8M | $0 | $144.8M | 1 | 1 |
| Oct 2022 | $150.5M | $0 | $150.5M | 3 | 0 |
| Feb 2022 | $150.5M | $0 | $150.5M | 3 | 0 |
| Sep 2021 | $150.2M | $0 | $150.2M | 3 | 0 |
| Jun 2021 | $120M | $0 | $120M | 3 | 0 |
| Apr 2021 | $120M | $0 | $120M | 4 | 0 |
| Feb 2021 | $120M | $0 | $120M | 4 | 0 |
| Oct 2020 | $110M | $0 | $110M | 3 | 0 |
| Jun 2020 | $84M | $0 | $84M | 2 | 0 |
| May 2020 | $84M | $0 | $84M | 2 | 0 |
| Jan 2020 | $84M | $0 | $84M | 2 | 0 |
DateJan 2025
Total AUM$181.9M
Discretionary$0
Non-Disc.$181.9M
Employees3
Clients4
DateMar 2024
Total AUM$156.7M
Discretionary$0
Non-Disc.$156.7M
Employees1
Clients4
DateDec 2023
Total AUM$144.8M
Discretionary$0
Non-Disc.$144.8M
Employees1
Clients1
DateMar 2023
Total AUM$144.8M
Discretionary$0
Non-Disc.$144.8M
Employees1
Clients1
DateOct 2022
Total AUM$150.5M
Discretionary$0
Non-Disc.$150.5M
Employees3
Clients0
DateFeb 2022
Total AUM$150.5M
Discretionary$0
Non-Disc.$150.5M
Employees3
Clients0
DateSep 2021
Total AUM$150.2M
Discretionary$0
Non-Disc.$150.2M
Employees3
Clients0
DateJun 2021
Total AUM$120M
Discretionary$0
Non-Disc.$120M
Employees3
Clients0
DateApr 2021
Total AUM$120M
Discretionary$0
Non-Disc.$120M
Employees4
Clients0
DateFeb 2021
Total AUM$120M
Discretionary$0
Non-Disc.$120M
Employees4
Clients0
DateOct 2020
Total AUM$110M
Discretionary$0
Non-Disc.$110M
Employees3
Clients0
DateJun 2020
Total AUM$84M
Discretionary$0
Non-Disc.$84M
Employees2
Clients0
DateMay 2020
Total AUM$84M
Discretionary$0
Non-Disc.$84M
Employees2
Clients0
DateJan 2020
Total AUM$84M
Discretionary$0
Non-Disc.$84M
Employees2
Clients0