VIA GLOBAL ADVISORS LLC
VIA GLOBAL ADVISORS LLC of BROOKLINE, MA is an SEC-registered investment adviser (CRD 171399). Regulatory assets under management: $435.6M.
Registration
- CRD: 171399
- SEC file number: 801-107294
- Type: Registered investment adviser
- Location: 1318 BEACON STREET, SUITE 2, BROOKLINE, MA, 02446
- Phone: 781-266-6288
- Latest filing: 2020-06-30
- Regulatory AUM: $435.6M
- Discretionary AUM: $206.2M
- Non-discretionary AUM: $229.4M
- Clients: 5
- Accounts: 341
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| CLOUSE KIMBERLY RECTOR | FOUNDER, CEO; FOUNDER, CEO AND CCO | — |
| SLAUGHTER HARVEY ALAN | CHIEF COMPLIANCE OFFICER | — |
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