VIA IV Investments, LLC
Firm details
- Headquarters
- Burr Ridge, Illinois
- CRD number
- 121992
- Registered since
- February 16, 2021
- Website
- viaiv.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- HNWI57.56%
- Individuals42.44%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
VIA IV Investments, LLC is a small, SEC-registered investment advisory firm formed as a limited liability company and registered in 2021. The firm is owner-operated and concentrates on serving individual and family clients, offering portfolio management specifically tailored for individuals and small businesses. Its fee arrangements include asset-based fees, performance-linked fees, and other custom fee structures. VIA IV does not position itself as an ESG-focused manager.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds85%
- Other15%
Contacts
3 of 4
Nicholas Leftakes
Registered Investment AdvisorCRD 1729929
Scott Mann
Investment Adviser RepresentativeCRD 2777511
Jeffrey Holland
Professional Money ManagerCRD 2349981
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Burr Ridge, IL
Du Page
Location
Burr Ridge, IL
Headquartered in Burr Ridge, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Du Page
- Address
- 1333 Burr Ridge Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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