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Building 2VALOR FINANCIAL SERVICES, LLC

Map pinKNOXVILLE, TN
Phone865-675-1200
NotebookSEC #801-119269
Total AUM
$273.3M
Employees
2
Clients
1,675

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10820 MURDOCK DRIVE
SUITE 102
KNOXVILLE
TN 37932
United States
Operating Hours
9-5
Monday - Friday
Phone
865-675-1200

ReceiptFinancials

Total AUM
$273.3M
Accounts
1,675
Discretionary
$273.3M
Accounts
1,675
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,629
AUM
$184.9M
HNW Individual Clients
46
AUM
$88.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLGALANYOHPATNTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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