$221.8M Total AUM
$221.8M Disc. AUM
8.2% 3Y CAGR
4 Employees
532 ADV. Clients
23 yrs Firm Age
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- Custodian
- Betterment · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-14-2003
- Office Locations
- 4
Office Locations
1333 Burr Ridge Parkway Suite 200 Burr Ridge IL
1717 St. James Place Suite 365 Houston TX
-- Burr Ridge IL
About VIA IV Investments, LLC
VIA IV Investments, LLC provides advisor-led investment management focused on long-term, reduced-speculation portfolios, with fees positioned on par with automated online management services. They also support employers as a co-fiduciary by designing and managing company retirement plans to meet organizational goals at a reasonable cost. Portfolios commonly use public funds such as ETFs and mutual funds.
Team overview
58 AVG AGE
$55.5M AVG AUM / ADVISOR
$417.0K AVG AUM / CLIENT
13.1 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
23yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
JEFFREY RUSSELL COYNER
Portfolio Manager
- CRD
- #1989908
- Ownership
- 50% but less than 75%
Available
Available
Available
JEFFREY JACOB HOLLAND
Advisor
- CRD
- #2349981
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 2 owners & executives
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N
NICHOLAS THOMAS LEFTAKES
--
- CRD
- #1729929
Available
Available
Available
SCOTT EDWARD MANN
Owner
- CRD
- #2777511
Available
Available
Available
Showing 2 of 4 contacts
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $221,830,752 | $416,975 |
| Non-Discretionary | $0 | -- |
| Total | $221,830,752 | $416,975 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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