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Financial Advisor
Indiana
Carmel
VALEO FINANCIAL ADVISORS, LLC

VALEO FINANCIAL ADVISORS, LLC

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

About VALEO FINANCIAL ADVISORS, LLC

VALEO FINANCIAL ADVISORS, LLC is a Carmel, Indiana based financial advisory firm with nearly $8,944,535,606 in assets under management and provides investment advisory services for 18918 clients. There are currently 155 financial advisors at the firm.

General Information
Firm CRD#:

127132

Firm SEC#:

801-66402

Assets Under Management:

$8,944,535,606

No. of Clients:

18918

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

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