MIO PARTNERS, INC.

CRD 108637 · SEC 801-41495

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630 FIFTH AVENUE, 37TH FLOOR, NEW YORK, NY, 10111, United States

Phone

212-203-4000

Fax

646-307-6645

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$59.59B

Discretionary AUM

$59.59B

Team

287 total employees; 66 advisory reps; 975 broker-dealer reps

Clients

More than 500

Fees

Percentage of AUM; Fixed fees; Performance-based fees

Org form

Corporation

Filing date

2026-03-30

Disciplinary history

Services

Financial planningPortfolio management (pooled vehicles)Selection of other advisersEducational seminarsPORTFOLIO MANAGEMENT FOR EMPLOYEES SECURITIES COMPANIES

Client types

Type	Clients	AUM
Individuals	60	$0
High net worth individuals	915	$0
Pooled investment vehicles	75	$44.88B

States served

AZ, CA, CO, DC, GA, IL, ME, MD, MA, MI, MN, NJ, NY, NC, OH, OR, PA, SC, TN, UT, VA, WY, MO, WA, TX, NH, CT, FL

All web addresses on file

HTTPS://WWW.MIOPARTNERS.COM
https://www.linkedin.com/company/mio-partners-inc./

Official SEC filing: View on IAPD