$5.0M Total AUM
$25.9K Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
1 yrs Firm Age
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- Custodian
- Axos ยท Betterment
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-29-2024
- Office Locations
- 1
Office Locations
-- Phoenix AZ
About Studioi, LLC
STUDIOi, LLC is an Arizona-registered investment adviser in Phoenix providing human-centered money coaching and investment advisory, including portfolio reviews, financial planning, and business finance support. The firm works with individuals, households, and mission-driven organizations, and also delivers workshops and speaking engagements for education-focused partnerships.
Team overview
-- AVG AGE
$5.0M AVG AUM / ADVISOR
$314.5K AVG AUM / CLIENT
1.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
C
CODY DANIEL ZINDLER
Chief Compliance Officer, Managing Member
- CRD
- #5050165
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,883 | -- |
| Non-Discretionary | $5,006,031 | -- |
| Total | $5,031,914 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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