VALEO FINANCIAL ADVISORS, LLC

10 W. Carmel Dr Ste 400
Carmel, Indiana 46032-3357
Tel: 317.218.6000

About VALEO FINANCIAL ADVISORS, LLC

VALEO FINANCIAL ADVISORS, LLC, formally registered with the SEC as VALEO FINANCIAL ADVISORS, LLC. The firm was established in 03/17/2006. They have over 7 offices throughout the country.

VALEO FINANCIAL ADVISORS, LLC is a Carmel, Indiana based Financial Planning firm with nearly $7,103,709,028 assets under management, offering retirement planning & investment advisory services to 15757 clients. The firm is staffed with 161 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	127132
SEC#	801-66402
Assets Managed by Firm	$7,103,709,028
No. of Clients	15757
No. of Advisors	161

Fee Structure

A Percentage of AUM
Fixed Fees
Other(PERCENTAGE OF CLIENT NET WORTH)

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for pooled Investment
Portfolio Management for Business
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	15757	$7,103,709,028
Individuals (other than high net worth individuals)	554	$302,491,563
High net worth individuals	1809	$6,624,215,345
Charitable organizations	8	$152,957,452
Corporations or other businesses	5	$24,044,668

Inquire with VALEO FINANCIAL ADVISORS, LLC

More Retirement Planning firms in Carmel, Indiana:

Firm Name	Assets Under Management	Total Clients	Total Advisors
LINCOLN FINANCIAL ADVISORS CORPORATION 1301 South Harrison Street Fort Wayne, IN, 46802	$32,602,597,413	98199	1690
40/86 ADVISORS, INC. 535 N. College Drive Carmel, IN, 46032	$24,468,049,188	15	77
ONEAMERICA ASSET MANAGEMENT, LLC One American Square Indianapolis, IN, 46206	$23,853,429,616	10	37
SANCTUARY ADVISORS, LLC 3815 River Crossing Pkwy, Suite 200 Indianapolis, IN, 46240	$16,220,200,000	38933	560
OXFORD FINANCIAL GROUP, LTD 11711 North Meridian Street, Suite 600 Carmel, IN, 46032	$15,587,908,593	5947	159

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