Nicholas
Leftakes
Via Iv Investments, LLC
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About this Advisor
Nicholas Leftakes is a financial advisor working out of Willowbrook, Illinois who has 1 year of industry experience. Leftakes is an advisor for Via Iv Investments, LLC. Over the course of their career, they have held roles at Lt Group, LLC and Via Iv Investments, LLC. Leftakes has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in Illinois. Via Iv Investments, LLC is a financial advisory business operating out of Willowbrook, IL. It has $189 million in assets under management between its 564 client accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 564 customer accounts, just 7% belong to high-net-worth clients who have greater than $1 million in investable assets. Via Iv Investments, Llc offers portfolio management for individuals and small businesses. Financial advisory fees usually vary depending on the type of services offered. Fee types charged by Via Iv Investments, LLC can be comprised of asset-based, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Via Iv Investments, LLC Brokerage Details
$188,847,759
4
564
$334,836
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Nicholas Leftakes Work History
Nicholas has been registered as a financial advisor for 1 years.*
Via Iv Investments, LLC
Lt Group, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Nicholas Leftakes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Via Iv Investments, LLC
Willowbrook, IL
Hinsdale, IL
Houston, TX
Burr Ridge, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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