VIAABLE, LLC
Adviser information for VIAABLE, LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Pennsylvania, United States |
Employees
Total Number of Employees | 2 |
---|---|
Investment Advisory/Research | 2 |
Registered Broker-Dealer Representatives | 1 |
Registered State Investment Advisers | 2 |
Licensed Agents of an Insurance Company | 1 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 316 | $103.6M |
Non-Discretionary | 7 | $178,200 |
Total | 323 | $103.8M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 79 | $15.0M |
HNW Individuals | 41 | $45.0M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | <5 | $43.8M |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | <5 | $26,649 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 0 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting services |
---|---|
Compensation | % of AUMFixed fees |
Other Business Activities | Registered representative of a broker-dealerInsurance broker or agent |
Identifiers
SEC RIA File Number | 801-130160 |
---|---|
SEC ERA File Number | 801-130160 |
SEC CIK Numbers | None |
SEC CRD Numbers | 322140 |
Legal Entity Identifier | None |
Principal Office
1620 MINDEN LANEMALVERN
PA
United States
Monday - Friday, BY APPOINTMENT
Tel: 215-370-9067, Fax: None
Websites
Chief Compliance Officer
PAUL SAVINI
145 EAST SWEDESFORD RD #1037
WAYNE
PA
United States
Tel:
215-370-9067
P******@**********M
(Full email address available in API data)
Regulatory Contact
JORDAN GREEN
COUNSEL
145 EAST SWEDESFORD RD #1037
WAYNE
PA
United States
Tel:
6098810101
J*****@*********************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
SAVINI, PAUL, FRANCIS | Individual | – | OWNER, CCO | 06/2022 | > 75% |