VALOR EQUITY PARTNERS

320 N Sangamon Street
Suite 1200
Chicago, Illinois 60607
Tel: 312-683-1900

About VALOR EQUITY PARTNERS

VALOR EQUITY PARTNERS, formally registered with the SEC as VALOR EQUITY PARTNERS. The firm was established in 03/29/2012. They have over 4 offices throughout the country.

VALOR EQUITY PARTNERS is a Chicago, Illinois based Financial Planning firm with nearly $16,987,823,512 assets under management, offering retirement planning & investment advisory services to 48 clients. The firm is staffed with 89 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	160014
SEC#	801-73485
Assets Managed by Firm	$16,987,823,512
No. of Clients	48
No. of Advisors	89

Fee Structure

A percentage of AUM
Performance Based
Other (MONITORING FEES & OPERATIONS SERVICES FEES)

Advisory Services Provided

Portfolio management for pooled investment vehicles
Other (PORTFOLIO COMPANY MANAGEMENT SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	48	$16,987,823,512

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