DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Home > Financial Advisors > indiana > carmel
VALEO FINANCIAL ADVISORS, LLC
Tel: 317.218.6000
10 W. Carmel Dr Ste 400 Carmel, Indiana 46032-3357
VALEO FINANCIAL ADVISORS, LLC
VALEO FINANCIAL ADVISORS, LLC is a Carmel, Indiana based financial advisory firm with nearly $8,944,535,606 in assets under management and provides investment advisory services for 18918 clients. There are currently 155 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Portfolio management for businesses or institutional clients , Selection for other advisors
Fee Structure:
A percentage of AUM, Fixed fees, Other (PERCENTAGE OF CLIENT NET WORT
Firm CRD#:
127132
SEC#:
801-66402
No. of Clients:
18918
Assets under Management
$8,944,535,606
No. of Advisors:
155
More Financial Advisory Firms in Carmel, Indiana
| Financial Advisory Firm | Firm CRD# | No. of Advisors |
|---|---|---|
| 40/86 ADVISORS, INC. | 107740 | 78 |
| ONEAMERICA ASSET MANAGEMENT, LLC | 165929 | 37 |
| SANCTUARY ADVISORS, LLC | 226606 | 643 |
| OXFORD FINANCIAL GROUP, LTD | 105303 | 150 |
| SAPIENT CAPITAL LLC | 324899 | 56 |
| SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC | 288623 | 42 |
More Firms in Carmel, Indiana >>