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Home > Retirement Planners > connecticut > shelton > MIO PARTNERS, INC.
MIO PARTNERS, INC.
630 Fifth Avenue, 37th Floor
New York, New York 10111
Tel: 212-203-4000
About MIO PARTNERS, INC.
MIO PARTNERS, INC, formally registered with the SEC as MIO PARTNERS, INC. The firm was established in 06/10/1992. They have over 4 offices throughout the country.
MIO PARTNERS, INC. is a New York, New York based Financial Planning firm with nearly $47,797,281,465 assets under management, offering retirement planning & investment advisory services to 59 clients. The firm is staffed with 225 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108637 |
| SEC# | 801-41495 |
| Assets Managed by Firm | $47,797,281,465 |
| No. of Clients | 59 |
| No. of Advisors | 225 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
- Other (REIMBURSEMENT OF EXPENSES)
Advisory Services Provided
- Financial planning services
- Portfolio management for pooled investment vehicles
- Selection for other advisors
- Other (PORTFOLIO MANAGEMENT FOR EMPLOYEES SECURITIES COMPANIES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 59 | $47,797,281,465 |
| Pension and profit sharing plans | Fewer than 5 clients | $11,923,027,965 |
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