Valeo Financial Advisors, LLC
Valeo Financial Advisors, LLC (CRD# 127132) is a financial advisory firm headquartered in Carmel, IN. They manage $8,944,535,606 in 18,918 accounts and serve the financial needs of clients across 34 states (or territories).
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Total Assets Under Management8,945MILLION
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Total Number of Accounts18,918ACCOUNTS
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Average Account Value$472,806
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MT, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI
Sarah Arthur (CRD# 5151865) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has over 10 years of experience in the finance industry.
James Brashaber (CRD# 7002908) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has 1 year of experience in the finance industry.
Andrew Brown (CRD# 6113487) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Ann Arbor, MI and has over 11 years of experience in the finance industry.
Lauren Brown (CRD# 5416058) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has over 16 years of experience in the finance industry.
Melissa Buchert (CRD# 5133991) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has over 17 years of experience in the finance industry.
Ted Christofolis (CRD# 1382619) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has over 38 years of experience in the finance industry.
Chintan Desai (CRD# 6353200) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has over 9 years of experience in the finance industry.
Robert Edwards (CRD# 4559129) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has over 21 years of experience in the finance industry.
Kyle Erb (CRD# 5030403) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has over 18 years of experience in the finance industry.
Phillip Evans (CRD# 2129789) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has over 32 years of experience in the finance industry.