Overview
Assets Under Management: $222 million
Headquarters: BURR RIDGE, IL
High-Net-Worth Clients: 71
Average Client Assets: $1.8 million
Frequently Asked Questions
VIA IV INVESTMENTS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #121992), VIA IV INVESTMENTS, LLC is subject to fiduciary duty under federal law.
VIA IV INVESTMENTS, LLC is headquartered in BURR RIDGE, IL.
VIA IV INVESTMENTS, LLC serves 71 high-net-worth clients according to their SEC filing dated March 12, 2026. View client details ↓
According to their SEC Form ADV, VIA IV INVESTMENTS, LLC offers portfolio management for individuals. View all service details ↓
VIA IV INVESTMENTS, LLC manages $222 million in client assets according to their SEC filing dated March 12, 2026.
According to their SEC Form ADV, VIA IV INVESTMENTS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 71
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.56%
Average Client Assets: $1.8 million
Total Client Accounts: 532
Discretionary Accounts: 532
Regulatory Filings
CRD Number: 121992
Filing ID: 2071656
Last Filing Date: 2026-03-12 15:23:17