VIABLE PLANNING, LLC is an SEC-registered investment adviser (CRD 322140). Regulatory assets under management: $214.2M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pensions.
| Name | Role | Location |
|---|---|---|
| Paul Francis Savini | OWNER, CCO | — |
| Gregg Michael Gottlieb | OWNER | — |
| GOTTLIEB MICHAEL | OWNER | — |
| SAVINI PAUL FRANCIS | OWNER, CCO | — |