AdvisorOS Directory
Claim Profile
KC

Kimberly Rector Clouse

VIA GLOBAL ADVISORS LLC·BROOKLINE, Massachusetts
Unclaimed Profile
1318 BEACON STREET, BROOKLINE, MA 02446CRD# 2346017Firm CRD# 171399
01

About

Kimberly Rector Clouse is a registered financial advisor based in BROOKLINE, Massachusetts, affiliated with VIA GLOBAL ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
VIA GLOBAL ADVISORS LLC
VIA GLOBAL ADVISORS LLC
AUM
$436M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at VIA GLOBAL ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: PROJECT FEES
Regulatory
SEC/IARD CRD# 2346017
Firm CRD# 171399
2 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BROOKLINE?

Browse all registered financial advisors in BROOKLINE, Massachusetts or claim this profile if it's yours.

Browse BROOKLINE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Kimberly Rector Clouse offer?
Kimberly Rector Clouse specializes in Financial Planning, Investment Management. Contact their office in BROOKLINE, Massachusetts for a consultation.
What are Kimberly Rector Clouse's credentials?
Kimberly Rector Clouse is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kimberly Rector Clouse located?
Kimberly Rector Clouse is based in BROOKLINE, Massachusetts, working with VIA GLOBAL ADVISORS LLC. Their office serves clients in the BROOKLINE metropolitan area and surrounding communities.
How does Kimberly Rector Clouse charge for services?
Kimberly Rector Clouse's firm is compensated through percentage of aum, subscription fees, other: project fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VIA GLOBAL ADVISORS LLC?
VIA GLOBAL ADVISORS LLC has approximately 5 employees and manages $436M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in BROOKLINE
Scott Myles Black — DELPHI MANAGEMENT INCJonathan Nmn Esfandi — JNE PARTNERS (US) LPFederico A Mele — GENIE AI LLCLorenzo Gentile — GENIE AI LLCGuy Gottfried — RATIONAL INVESTMENT GROUP, LLC
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile