Valeo Financial Advisors Review

Trust Score 97%
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Last updated: June 11th, 2019. Data source: SEC filings.

Valeo Financial Advisors, federally registered in 2006, is a Registered Investment Advisor (RIA) in 26 state(s) with a licensed staff of 47 advisors. Valeo Financial Advisors manages $3.8 billion and provides investment advisory services for 1,492 clients (1:32 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $250,000
Average Client Balance $2,513,728
Hybrid Advisor No
Disciplinary History No
Total AUM $3.8 billion
Advisor / Client Ratio 1:32
Headquarters 9450 N Meridian ST, Ste 300 Indianapolis, IN 46260
SEC Filings Forms and Brochures    (CRD # 127132)
State(s) Registered AZ, CA, CO, FL, GA, IL, IN, KY, LA, MA, MI, MN, MO, NH, NJ, NY, NC, OH, PA, SC, TN, TX, UT, VA, WA, WI

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