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Building 2VIA IV INVESTMENTS, LLC

Map pinBURR RIDGE, IL
Phone630-674-7226
NotebookSEC #801-120335
Total AUM
$221.8M
Employees
4
Clients
532

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1333 BURR RIDGE PARKWAY
SUITE 200
BURR RIDGE
IL 60527
United States
Operating Hours
AS NEEDED
AS NEEDED
Phone
630-674-7226

ReceiptFinancials

Total AUM
$221.8M
Accounts
532
Discretionary
$221.8M
Accounts
532
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
461
AUM
$94.1M
HNW Individual Clients
71
AUM
$127.7M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
DIRECT BILLING TO THE CUSTODIAN OF CLIENT ASSETS

Shield checkCompliance

Disclosures

None reported

State Registrations
AZFLILINLAMINHTNTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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