VIA GLOBAL ADVISORS LLC
CRD #171399 SEC #801-107294 BROOKLINE, MA 781-266-6288
SEC Registered Disclosures
Total AUM
$435.6M
Discretionary
$206.2M
Employees
5
Clients
26
Accounts
341
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2020 | $435.6M | $206.2M | $229.4M | 5 | 0 |
| Mar 2020 | $435.6M | $206.2M | $229.4M | 5 | 0 |
| Dec 2019 | $336M | $108.2M | $227.8M | 5 | 0 |
| Mar 2019 | $336M | $108.2M | $227.8M | 5 | 0 |
| Mar 2018 | $471.9M | $67.9M | $404.1M | 4 | 0 |
| Nov 2017 | $327.5M | $49M | $278.4M | 4 | 0 |
| Mar 2017 | $327.5M | $49M | $278.4M | 4 | 11 |
| Feb 2016 | $166.7M | $0 | $166.7M | 1 | 1 |
DateJun 2020
Total AUM$435.6M
Discretionary$206.2M
Non-Disc.$229.4M
Employees5
Clients0
DateMar 2020
Total AUM$435.6M
Discretionary$206.2M
Non-Disc.$229.4M
Employees5
Clients0
DateDec 2019
Total AUM$336M
Discretionary$108.2M
Non-Disc.$227.8M
Employees5
Clients0
DateMar 2019
Total AUM$336M
Discretionary$108.2M
Non-Disc.$227.8M
Employees5
Clients0
DateMar 2018
Total AUM$471.9M
Discretionary$67.9M
Non-Disc.$404.1M
Employees4
Clients0
DateNov 2017
Total AUM$327.5M
Discretionary$49M
Non-Disc.$278.4M
Employees4
Clients0
DateMar 2017
Total AUM$327.5M
Discretionary$49M
Non-Disc.$278.4M
Employees4
Clients11
DateFeb 2016
Total AUM$166.7M
Discretionary$0
Non-Disc.$166.7M
Employees1
Clients1