Via Wealth Management, Inc.
Via Wealth Management, Inc. (CRD# 145557) is a financial advisory firm headquartered in Campbellsville, KY. They manage $7,800,000 in 22 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management8MILLION
Total Number of Accounts22ACCOUNTS
Average Account Value$354,545
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses