CLIO ASSET MANAGEMENT LLC

1 Boars Head Place
Ste 220
Charlottesville, Virginia 22903
Tel: 434-329-7463

About CLIO ASSET MANAGEMENT LLC

CLIO ASSET MANAGEMENT LLC, formally registered with the SEC as CLIO ASSET MANAGEMENT LLC. The firm was established in 08/06/2021. They have over 1 offices throughout the country.

CLIO ASSET MANAGEMENT LLC is a Charlottesville, Virginia based Financial Planning firm with nearly $137,827,162 assets under management, offering retirement planning & investment advisory services to 74 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	298041
SEC#	801-122023
Assets Managed by Firm	$137,827,162
No. of Clients	74
No. of Advisors	1

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	74	$137,827,162
Individuals (other than high net worth individuals)	2	$1,599,529
High net worth individuals	45	$118,131,379
Charitable organizations	1	$799,340
Corporations or other businesses	4	$17,296,914

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