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Building 2VALOR INVESTMENTS AND PLANNING LLC

Map pinEASTON, PA
Phone484-764-0142
NotebookSEC #801-126665
Total AUM
$34.5M
Employees
4
Clients
207

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
123 S. 3RD ST, SUITE 4
EASTON
PA 18042
United States
Operating Hours
9-5 & BY APPOINTMENT
Monday - Friday
Phone
484-764-0142

ReceiptFinancials

Total AUM
$34.5M
Accounts
211
Discretionary
$34.5M
Accounts
211
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
203
AUM
$18.3M
HNW Individual Clients
1
AUM
$12.8M
Charitable Organization Clients
1
AUM
$841.8K
Government Entity Clients
1
AUM
$461.1K
Corporation or Business Clients
1
AUM
$2.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMDNJPA

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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