Via Iv Investments, LLC

Via Iv Investments, LLC (CRD# 121992) is a financial advisory firm headquartered in Burr Ridge, IL. They manage $36,500,000 in 24 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    37
    MILLION
  • Total Number of Accounts
    24
    ACCOUNTS
  • Average Account Value
    $1,520,833
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL, TX

Financial Advisors at Via Iv Investments, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Jeffrey R. Coyner
CRD#: 1989908
Burr Ridge, IL
93
Wealthminder
score

Jeffrey Coyner (CRD# 1989908) is an Investment Advisor Representative working at Via Iv Investments, LLC in Burr Ridge, IL and has over 27 years of experience in the finance industry.

2
Jeffrey J. Holland
CRD#: 2349981
Hinsdale, IL
93
Wealthminder
score

Jeffrey Holland (CRD# 2349981) is an Investment Advisor Representative working at Via Iv Investments, LLC in Hinsdale, IL and has over 15 years of experience in the finance industry.

3
Samuel D. Pecyna
CRD#: 6249804
723 South Lincoln Street, Hinsdale, IL 60521
89
Wealthminder
score

Samuel Pecyna (CRD# 6249804) is an Investment Advisor Representative working at Via Iv Investments, LLC in Hinsdale, IL and has over 4 years of experience in the finance industry.

4
Scott E. Mann
CRD#: 2777511
1717 St. James Place, Suite 365, Houston, TX 77057
83
Wealthminder
score

Scott Mann (CRD# 2777511) is an Investment Advisor Representative working at Via Iv Investments, LLC in Houston, TX and has over 21 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.