Viable
Viable (CRD# 322140) is a financial advisory firm headquartered in Wayne, PA. They manage $103,763,274 in 323 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management104MILLION
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Total Number of Accounts323ACCOUNTS
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Average Account Value$321,249
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
PA, TX
Financial Advisors at Viable
1
Gregg Gottlieb (CRD# 2011631) is an Investment Advisor Representative working at Viable in Malvern, PA and has over 34 years of experience in the finance industry.
2
Paul Savini (CRD# 4445908) is an Investment Advisor Representative working at Viable in Malvern, PA and has over 22 years of experience in the finance industry.
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