Valeo Financial Advisors LLC
Nom légal: VALEO FINANCIAL ADVISORS, LLC
Coordonnées complètes
Valeo Financial Advisors LLC
9450 N MERIDIAN ST, STE 300, INDIANAPOLIS, IN
317.218.6000
317.218.6010
Autre info
Valeo Financial Advisors LLC est une société à responsabilité limitée basée dans l'Indiana, employant 68 professionnels, dont 58 occupent des postes consultatifs. Approchée et approuvée par la Commission des valeurs mobilières des États-Unis en 2006, la société a rassemblé une liste de 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...
Propriétaires directs
-
GREGORY ALAN FULK
CHIEF COMPLIANCE OFFICER possède Moins de 5%
-
JOHN CHARLES TROTT
MEMBER possède plus de 25% mais moins de 50%
-
JOHN THOMAS WORTMAN
MEMBER possède plus de 25% mais moins de 50%
-
PHILLIP RICHARD EVANS
MEMBER possède plus de 5% mais moins de 10%
-
TIMOTHY A GINN
MEMBER possède plus de 5% mais moins de 10%
Les gardiens
-
NATIONAL FINANCIAL SERVICES LLC
États Unis
Entreprises situées à proximité
- Quantum Financial Services Inc
- Woodley Farra Manion Portfolio Management Inc
- Market Street Wealth Management Advisors LLC
- Windsor Wealth Management Inc
- Castle Investment Advisory LLC
- Provider Financial Inc
- Strategic Benefit Consultants Inc
- Centerfield Management III Inc
- Wealthpoint Advisors LLC
- Halter Ferguson Financial Inc
Nouvelles
- Navigating the Ebb and Flow: Valeo Financial Advisors' Portfolio Shifts Unveiled
- Valeo Financial Advisors, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison
- Valeo Financial Advisors, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison
- The Rise and Fall of Holdings: Comparing Valeo Financial Advisors, LLC Q4 2022 and Q1 2023
Principaux fonds
- 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