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).
-
Total Assets Under Management8,945MILLION
-
Total Number of Accounts18,918ACCOUNTS
-
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
Hannah Thieneman (CRD# 6091248) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has over 11 years of experience in the finance industry.
Dustin Thomas (CRD# 6267131) 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.
John Trott (CRD# 2081127) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has over 33 years of experience in the finance industry.
Jamie Vladuchick (CRD# 5528955) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has over 15 years of experience in the finance industry.
Philip Wallin (CRD# 6175669) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Richmond, VA and has 1 year of experience in the finance industry.
Brent Williams (CRD# 7021777) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has 1 year of experience in the finance industry.
Matthew Williams (CRD# 5540567) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has over 14 years of experience in the finance industry.
John Wortman (CRD# 2635477) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has over 28 years of experience in the finance industry.
John Wyand (CRD# 4587905) 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.
Daniela Aviles (CRD# 6810660) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has 1 year of experience in the finance industry.