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OLIMPIO NEU & ASSOCIATES, INC.
CRD 114752 · SEC 801-64138
6160 WARREN PARKWAY, SUITE 100, FRISCO, TX, 75034, United States
Phone
972-392-1344
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$76.9M
Discretionary AUM
$74.6M
Team
3 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 37 | $10.4M |
| High net worth individuals | 27 | $48.5M |
| Charitable organizations | 9 | $17.9M |
Official SEC filing: View on IAPD