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ALLIO ADVISORS LLC
ALLIO ADVISORS LLC
ALLIO ADVISORS
SEATTLE, Washington
·
9 registered advisors
·
CRD# 317938
SEC# 801-123065
2
(845) 475-7905
01
Firm Overview
AUM
$235K
Regulatory assets under management
Employees
6
Total firm employees
Advisors
9
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at ALLIO ADVISORS LLC
9 registered advisors
Adam Damko
SEATTLE, Washington
CRD# 5781120
Andrew J Giannone
SEATTLE, Washington
CRD# 5818353
Christopher Rolland Morgan
SEATTLE, Washington
CRD# 6034806
Daniel Thomas Garcia
SEATTLE, Washington
CRD# 5847982
Joseph Nmn Gradante
SEATTLE, Washington
CRD# 5680441
Ling Feng Chen
SEATTLE, Washington
CRD# 7496326
Raymond Charles Micaletti
SEATTLE, Washington
CRD# 5527496
Robert Ridgway Mclaughlin
SEATTLE, Washington
CRD# 7479644
William Edward Chen
SEATTLE, Washington
CRD# 4669328
05
Office Locations
SEATTLE, Washington
9 advisors
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Data sourced from SEC Form ADV filings. ALLIO ADVISORS LLC (CRD# 317938) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.