CLIO ASSET MANAGEMENT LLC
Firm details
- Headquarters
- CHARLOTTESVILLE, Virginia
- CRD number
- 298041
- Registered since
- August 6, 2021
- Website
- www.clioam.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI93.38%
- Corporations / Businesses5.93%
- Charitable Organizations0.69%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Clio Asset Management LLC is an independent, SEC-registered registered investment adviser formed as an LLC in 2021 and owned by an individual. The firm advises both individual and family clients as well as institutional and business clients, charging fees as a percentage of assets under management. Its advisory services emphasize financial planning and discretionary portfolio management for individuals, small businesses, and other organizations. Clio reports it is not an active ESG investor and is not structured as a multi-state or affiliated adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities92%
- Public Funds/Mutual Funds4%
- Non-Exchange Traded Equities3%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1James Aldige
Founder and CEOCRD 6986573
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$5.2M in ETFs
100%
$5.2M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL) | State Street | Passive | Ultrashort Bond | $2.6M | 28,426 | 50.00% |
Location
CHARLOTTESVILLE, VA
CHARLOTTESVILLE CITY
Location
CHARLOTTESVILLE, VA
Headquartered in CHARLOTTESVILLE, VA, in the South of the United States.
- Region
- South
- County
- CHARLOTTESVILLE CITY
- Address
- 1 Boars Head Pl
- Time zone
- ET (UTC-5)
- Office locations
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