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VALOR ADVISORS LLC
1441 Brickell Avenue
Suite 1500
Miami, Florida 33131
Tel: 305-424-1432
About VALOR ADVISORS LLC
VALOR ADVISORS LLC, formally registered with the SEC as VALOR ADVISORS LLC. The firm was established in 05/19/2014. They have over 1 offices throughout the country.
VALOR ADVISORS LLC is a Miami, Florida based Financial Planning firm with nearly $3,143,177,706 assets under management, offering retirement planning & investment advisory services to 64 clients. The firm is staffed with 16 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 171358 |
| SEC# | 801-79691 |
| Assets Managed by Firm | $3,143,177,706 |
| No. of Clients | 64 |
| No. of Advisors | 16 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
- Other (ADMINISTRATIVE FEES)
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 64 | $3,143,177,706 |
| High net worth individuals | 61 | $2,889,593,775 |
| Charitable organizations | Fewer than 5 clients | $58,470,871 |
| Corporations or other businesses | Fewer than 5 clients | $195,113,060 |
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