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CLIO ASSET MANAGEMENT LLC
CRD 298041 · SEC 801-122023
1 BOARS HEAD PLACE, STE 220, CHARLOTTESVILLE, VA, 22903, United States
Phone
434-329-7463
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$121.8M
Discretionary AUM
$121.8M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 43 | $113.8M |
| Charitable organizations | 1 | $843K |
| Corporations/business entities | 3 | $7.2M |
States served
LA, VA, TX
All web addresses on file
Official SEC filing: View on IAPD