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Mio Partners, Inc. CRD 108637
$59.6B regulatory AUM 975 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
630 Fifth Avenue, 37Th Floor, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-02-03 |
Branch Locations
630 Fifth Avenue, 37Th Floor, New York, NY 10111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kpmg | New York | NY | 08/2016 | 11/2017 |
| Goelet Llc | New York | NY | 11/2017 | 05/2022 |
| Mio Partners | New York | NY | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-06-12 |
| S65 | Uniform Investment Adviser Law Examination | 2024-02-03 |
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