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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 $7,277,845,068 in assets under management and provides investment advisory services for 14264 clients. There are currently 120 financial advisors at the firm.


General Information

Firm CRD#:   127132
SEC#:   801-66402
Assets under Management:   $7,277,845,068
No. of Clients:   14264
No. of Advisors:   120
Advisory Services Provided:   Financial Planning, Portfolio Management for Individuals, Portfolio Management for Businesses, Selection of Other Advisors
Fee Structure:   A percentage of AUM, Fixed fees, Other (PERCENTAGE OF CLIENT NET WORTH)

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