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 $8,944,535,606 assets under management, offering retirement planning & investment advisory services to 18918 clients. The firm is staffed with 155 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	127132
SEC#	801-66402
Assets Managed by Firm	$8,944,535,606
No. of Clients	18918
No. of Advisors	155

Fee Structure

A percentage of AUM
Fixed fees
Other (PERCENTAGE OF CLIENT NET WORTH)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	18918	$8,944,535,606
Individuals (other than high net worth individuals)	623	$430,617,527
High net worth individuals	1975	$8,311,527,551
Charitable organizations	8	$138,508,809
Corporations or other businesses	8	$63,881,719

More Retirement Planning firms in Carmel, Indiana:

Firm Name	Assets Under Management	Total Clients	Total Advisors
40/86 ADVISORS, INC. 11299 Illinois Street, Suite 200 Carmel, IN, 46032	$26,678,534,447	15	78
ONEAMERICA ASSET MANAGEMENT, LLC One American Square Indianapolis, IN, 46206	$25,872,395,406	10	37
SANCTUARY ADVISORS, LLC 3815 River Crossing Pkwy, Suite 200 Indianapolis, IN, 46240	$22,024,300,000	49099	643
OXFORD FINANCIAL GROUP, LTD 11711 North Meridian Street, Suite 600 Carmel, IN, 46032	$18,201,054,484	6270	150
SAPIENT CAPITAL LLC 401 Pennsylvania Pkwy, Suite 100 Indianapolis, IN, 46280	$11,439,805,300	5947	56

Explore More Retirement Advisors in Carmel, Indiana

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.