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Building 2VALOR ADVISORS LLC

Map pinMIAMI, FL
Phone305-424-1432
NotebookSEC #801-79691
Total AUM
$4B
Employees
16
Clients
68

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1441 BRICKELL AVENUE
SUITE 1500
MIAMI
FL 33131
United States
Operating Hours
9 A.M. TO 4 P.M.
Monday - Friday
Phone
305-424-1432
Other Offices
1

ReceiptFinancials

Total AUM
$4B
Accounts
69
Discretionary
$355.7M
Accounts
15
Non-Discretionary
$3.6B
Accounts
54

ContactClients

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HNW Individual Clients
66
AUM
$3.7B
Charitable Organization Clients
1
AUM
$66.9M
Corporation or Business Clients
1
AUM
$213.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
ADMINISTRATIVE FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
FLTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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