James George Aldige
Investment adviser representative at Clio Asset Management LLC
10 yearsExperience
2 statesRegistered in
$127.8MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Clio Asset Management LLCMay 2018 to now
- Turl Street Ventures LLCJan 2018 to now
- UnemployedFeb 2018 to May 2018
- Ivy Road Partners LLCJun 2016 to Feb 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Clio Asset Management LLC
$127.8MAssets managed
46Clients
1Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6986573
- Firm CRD
- 298041