OLIO FINANCIAL PLANNING, LLC

OLIO FINANCIAL PLANNING, LLC of MCLEAN, VA is an SEC-registered investment adviser (CRD 282355). Regulatory assets under management: $600.5M.

Registration

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

Officers, owners & control persons (2)

NameRoleLocation
Miller JosephFOUNDER/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER/MANAGING MEMBERJuniper, FL
Andrew Joseph MillerFOUNDER/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER

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