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
145 East Swedesford Rd #1037, Wayne, PA 19087
http://www.viaable.com
By the Numbers
  • Total Assets Under Management
    104
    MILLION
  • Total Number of Accounts
    323
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

PA, TX

Financial Advisors at Viable
Showing 1 - 2 of 2 top financial advisors.
1
Gregg Gottlieb, financial advisor Malvern PA
Gregg M. Gottlieb
CRD#: 2011631
Malvern, PA

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, financial advisor Malvern PA
Paul F. Savini
CRD#: 4445908
Malvern, PA

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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