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Building 2CLIO ASSET MANAGEMENT LLC

Map pinCHARLOTTESVILLE, VA
Phone434-329-7463
NotebookSEC #801-122023
Total AUM
$121.8M
Employees
1
Clients
47

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 BOARS HEAD PLACE
STE 220
CHARLOTTESVILLE
VA 22903
United States
Operating Hours
9-5
Monday - Friday
Phone
434-329-7463

ReceiptFinancials

Total AUM
$121.8M
Accounts
66
Discretionary
$121.8M
Accounts
66
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
43
AUM
$113.8M
Charitable Organization Clients
1
AUM
$843.3K
Corporation or Business Clients
3
AUM
$7.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LATXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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