Valeo Financial Advisors LLC
Legal Name: VALEO FINANCIAL ADVISORS, LLC
Full Contact Details
Valeo Financial Advisors LLC
9450 N MERIDIAN ST, STE 300, INDIANAPOLIS, IN
317.218.6000
317.218.6010
Other Info
Valeo Financial Advisors LLC is a Limited Liability Company based in Indiana, employing 68 professionals, 58 of which are in advisory positions. Approached and approved by the U.S. Securities and Exchange Commission in 2006, the firm has amassed a roster of 100 clients.
Comprehensive, Independent, Fee-only Advice and Planning - Valeo Financial Advisors
Valeo Financial Advisors, provides fee-only, independent, financial planning and investment advice. We focus on a client’s entire financial picture...
Direct Owners
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GREGORY ALAN FULK
CHIEF COMPLIANCE OFFICER owns less than 5%
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JOHN CHARLES TROTT
MEMBER owns more than 25% but less than 50%
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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
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NATIONAL FINANCIAL SERVICES LLC
United States
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News
Top Holdings
- 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