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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-02-2022
- Office Locations
- 2
Office Locations
About Viable
Viable is an RIA delivering goal-based financial planning and discretionary portfolio management through a proprietary 3-step process—establish a baseline, build personalized strategies, and provide ongoing execution support. Serves individuals and families, including retirees and business owners, with needs like estate, insurance, 529s and Medicare coordination. Portfolios are predominantly ETF-based, supported by Addepar, with Schwab among key custodians.
Team overview
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Custodian
Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
GREGG MICHAEL GOTTLIEB
Owner
- CRD
- #2011631
- Ownership
- 50% but less than 75%
PAUL FRANCIS SAVINI JR
Chief Compliance Officer, Owner
- CRD
- #4445908
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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MARY ELIZABETH FOCHT
--
- CRD
- #4494289
Taylor Kishfy
--
- CRD
- #7269491
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $214,176,901 | $332,057 |
| Non-Discretionary | $0 | -- |
| Total | $214,176,901 | $332,057 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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