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Building 2VALEO FINANCIAL ADVISORS, LLC

Map pinCARMEL, IN
Phone317.218.6000
NotebookSEC #801-66402
Total AUM
$13B
Employees
178
Clients
3,042

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10 W. CARMEL DR STE 400
CARMEL
IN 46032-3357
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
317.218.6000
Other Offices
16

ReceiptFinancials

Total AUM
$13B
Accounts
22,812
Discretionary
$10.7B
Accounts
18,015
Non-Discretionary
$2.3B
Accounts
4,797

ContactClients

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Individual Clients
764
AUM
$358.1M
HNW Individual Clients
2,257
AUM
$12.3B
Charitable Organization Clients
16
AUM
$281.9M
Corporation or Business Clients
5
AUM
$37.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF CLIENT NET WORTH

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALAZCACOCTDCFLGAHIIAIDILINKYLAMAMDMIMNMOMTNCNHNJNMNVNYOHORPASCTNTXUTVAWAWI

HandshakeAffiliates

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

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