Overview
Assets Under Management: $472 million
Headquarters: BROOKLINE, MA
High-Net-Worth Clients: 16
Average Client Assets: $22.7 million
Frequently Asked Questions
VIA GLOBAL ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #171399), VIA GLOBAL ADVISORS LLC is subject to fiduciary duty under federal law.
VIA GLOBAL ADVISORS LLC is headquartered in BROOKLINE, MA.
VIA GLOBAL ADVISORS LLC serves 16 high-net-worth clients according to their SEC filing dated March 30, 2018. View client details ↓
According to their SEC Form ADV, VIA GLOBAL ADVISORS LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
VIA GLOBAL ADVISORS LLC manages $472 million in client assets according to their SEC filing dated March 30, 2018.
According to their SEC Form ADV, VIA GLOBAL ADVISORS LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 16
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.01%
Average Client Assets: $22.7 million
Total Client Accounts: 31
Discretionary Accounts: 12
Non-Discretionary Accounts: 19
Regulatory Filings
CRD Number: 171399
Filing ID: 1202747
Last Filing Date: 2018-03-30 10:38:00