United States · What does AIO Financial invest in?
AIO Financial says it invests in Analytics, Impact Investing and Insurance.
What they do
- Type
- Wealth manager (from a list, unverified)
- Cheque size
- Not stated
- Sectors
- AnalyticsImpact InvestingInsurance
- Based in
- Tucson, United States
- Cold pitches
- Not stated
The record
No rounds observed yet. That is a limit of the sources we read, not a finding about the firm. If it has invested, a round will put it here. Know a round it was in? Tell us.
The team
Named by the firm itself, on a filing, its Form ADV or its company registration1 named
WMWilliam Michael HollidayOwner CCOiForm ADV
We also hold 1 person at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.
What the register says
From the firm's own filings with the SEC, which it must file accurately by law
$199Massets it managesOct 2026
Registeredinvestment adviserfull reporting to the SEC
- Legal name
- AIO Financial, LLC
- SEC number
- CRD 114030
What they claim to have backed
From their own portfolio page (on their website)
2 of 10 we have independently watched raise
National Association ofYelpCFP certified financial plannerExpertiseFeeonlynetworkFirstaffirmativeFree MeetingNapfaTucsonTucson
Weaker than a round we watched, stronger than a list somebody sold us. A firm is far less willing to put a company on its own site that it never funded.