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VIA IV INVESTMENTS, LLC
VIA IV INVESTMENTS, LLC
BURR RIDGE, Illinois
·
2 registered advisors
·
CRD# 121992
SEC# 801-120335
0
630-674-7226
01
Firm Overview
AUM
$191M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
Performance-based fees
Other: DIRECT BILLING TO THE CUSTODIAN OF CLIENT ASSETS
03
Specialties
Investment Management
04
Advisors at VIA IV INVESTMENTS, LLC
2 registered advisors
Jeffrey Jacob Holland
BURR RIDGE, Illinois
CRD# 2349981
Jeffrey Russell Coyner
BURR RIDGE, Illinois
CRD# 1989908
05
Office Locations
BURR RIDGE, Illinois
2 advisors
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Data sourced from SEC Form ADV filings. VIA IV INVESTMENTS, LLC (CRD# 121992) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.