Valeo Financial Advisors LLC
Legal Name: VALEO FINANCIAL ADVISORS, LLC
9450 N MERIDIAN ST, STE 300, INDIANAPOLIS, IN
Full Contact Details
Other Info
Valeo Financial Advisors LLC is legally known as VALEO FINANCIAL ADVISORS, LLC. It is an IN Limited Liability Company. This firm has 68 employees, of which 58 are employees in advisory roles. It serves 100 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Mar 17, 2006.
Direct Owners
-
GREGORY ALAN FULK
CHIEF COMPLIANCE OFFICER owns less than 5%
-
JOHN CHARLES TROTT
MEMBER owns more than 25% but less than 50%
-
JOHN THOMAS WORTMAN
MEMBER owns more than 25% but less than 50%
-
PHILLIP RICHARD EVANS
MEMBER owns more than 5% but less than 10%
-
TIMOTHY A GINN
MEMBER owns more than 5% but less than 10%
Custodians
-
NATIONAL FINANCIAL SERVICES LLC
United States
Firms Located Nearby
- Trust & Investment Advisors Inc
- Thurston Springer Miller HERD & Titak Inc
- Deerfield Financial Advisors Inc
- Meridian Investment Advisors Inc
- FNEX Advisor LLC
- Capital Cities Investments
- CID Capital II Inc
- Market Street Wealth Management Advisors LLC
- Wealthpoint Advisors LLC
- Windsor Wealth Management Inc
Top Holdings
Period of report:
Jun 30, 2019
|
Effectiveness Date:
Jul 10, 2019
- Amazon.com Inc $8,730k
- CBS CORPORATION $1,426k
- INVESCO QQQ TR UNIT SER 1 $1,197k
- STARBUCKS CORP $1,173k
- SELECT SECTOR SPDR $1,123k
- GENESCO INC $1,119k
- WYNN RESORTS LTD $767k
- PRUDENTIAL FINL $130k
- ATLANTIC CAPITAL BANCSHARES $76k
- CERNER CORP $49k