VIA IV INVESTMENTS, LLC

1333 Burr Ridge Parkway
Suite 200
Burr Ridge, Illinois 60527
Tel: 630-674-7226

About VIA IV INVESTMENTS, LLC

VIA IV INVESTMENTS, LLC, formally registered with the SEC as VIA IV INVESTMENTS, LLC. The firm was established in 02/16/2021. They have over 1 offices throughout the country.

VIA IV INVESTMENTS, LLC is a Burr Ridge, Illinois based Financial Planning firm with nearly $190,460,996 assets under management, offering retirement planning & investment advisory services to 531 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	121992
SEC#	801-120335
Assets Managed by Firm	$190,460,996
No. of Clients	531
No. of Advisors	4

Fee Structure

A percentage of AUM
Performance Based
Other (DIRECT BILLING TO THE CUSTODIAN OF CLIENT ASSETS)

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	531	$190,460,996
Individuals (other than high net worth individuals)	497	$109,980,190
High net worth individuals	34	$80,480,806

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