Assets Under Management
$117.9M
Number of Clients
98
Number of Advisors
9
Average Client AUM
$1.2M
AUM per Advisor
$13.1M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
VIA provides general investment advisory services for clients. Accounts are tailored to meet client needs through ongoing discussions regarding risk tolerance, investment goals, and personal economic and demographic facts. VIA manages accounts independently, invests in proprietary portfolios, or uses a combination of disciplines. VIA may recommend another investment advisor or a commodity trading advisor to manage assets.
1010 Washington Blvd, Suite 300, Stamford, CT, 06901