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VALOR FINANCIAL SERVICES, LLC

10820 Murdock Drive
Suite 102
Knoxville, Tennessee 37932
Tel: 865-675-1200

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About VALOR FINANCIAL SERVICES, LLC

VALOR FINANCIAL SERVICES, LLC, formally registered with the SEC as VALOR FINANCIAL SERVICES, LLC. The firm was established in 08/12/2020. They have over 1 offices throughout the country.

VALOR FINANCIAL SERVICES, LLC is a Knoxville, Tennessee based Financial Planning firm with nearly $240,528,892 assets under management, offering retirement planning & investment advisory services to 1580 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#309377
SEC#801-119269
Assets Managed by Firm$240,528,892
No. of Clients1580
No. of Advisors2

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total1580$240,528,892
Individuals (other than high net worth individuals)1557$182,665,810
High net worth individuals33$57,863,082

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