Adviser Profile
| As of Date | 04/28/2024 |
| Registration status | Registration Changed to VIABLE PLANNING, LLC |
| Contact Info | 215 xxxxxxx |
| Websites |
| AUM* | 103,763,274 150% |
| of that, discretionary | 103,585,074 151% |
| Number of Employees | 2 100% |
| of those in investment advisory functions | 2 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 321,249 95% |
| % High Net Worth | 32.80% 7% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds