Studioi, LLC
Firm details
- Headquarters
- ,
- CRD number
- 332785
- Custodians
- AXOS CLEARING LLC, BETTERMENT
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Studioi, LLC is an Arizona-registered limited liability company operating as an independent RIA focused on individual and family clients. The firm is owned by an individual and positions itself as a capital allocator that combines financial planning with portfolio management for individuals and small businesses. Its advisory services also include pension consulting services, selecting other advisers on clients’ behalf, and running educational seminars and workshops. Fee arrangements are flexible and include percentage-of-assets, hourly billing, and fixed fees. Studioi reports it is not an active ESG investor and is not structured as a multistate adviser.
Assets & Accounts
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
- Public Funds/Mutual Funds99%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations