Valeo Financial Advisors Review


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Valeo Financial Advisors, federally registered in 2006, is a Registered Investment Advisor (RIA) in 24 state(s) with a licensed staff of 37 advisors. Valeo Financial Advisors manages $3.3 billion and provides investment advisory services for 1,590 clients (1:43 advisor/client ratio).

Valeo Financial Advisors requires a $250,000 minimum investment.

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Managed Investing


Feature Value
Minimum Investment $250,000
Avg Account Balance $2,103,630
Hybrid Advisor No
Disciplinary History No
Total AUM $3.3 billion
Advisor / Client Ratio 1:43
Headquarters 9450 N Meridian ST, Ste 300 Indianapolis, IN 46260
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