1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2VIA GLOBAL ADVISORS LLC

Map pinBROOKLINE, MA
Phone781-266-6288
NotebookSEC #801-107294
Total AUM
$435.6M
Employees
5
Clients
31

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1318 BEACON STREET
SUITE 2
BROOKLINE
MA 02446
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
781-266-6288

ReceiptFinancials

Total AUM
$435.6M
Accounts
341
Discretionary
$206.2M
Accounts
215
Non-Discretionary
$229.4M
Accounts
126

ContactClients

View more in analytics →

Individual Clients
8
AUM
$9.9M
HNW Individual Clients
11
AUM
$377.9M
Charitable Organization Clients
12
AUM
$47.7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PROJECT FEES

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
MANH

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account