10820 Murdock Drive
Suite 102
Knoxville, Tennessee 37932
Tel: 865-675-1200
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.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 309377 |
| SEC# | 801-119269 |
| Assets Managed by Firm | $240,528,892 |
| No. of Clients | 1580 |
| No. of Advisors | 2 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1580 | $240,528,892 |
| Individuals (other than high net worth individuals) | 1557 | $182,665,810 |
| High net worth individuals | 33 | $57,863,082 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $651,482,000,000 | 62140 | 4565 | |
| $14,371,072,726 | 37 | 37 | |
| $13,961,190,744 | 9 | 48 | |
| $12,356,541,464 | 8945 | 236 | |
| $10,409,129,905 | 208 | 42 |
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