VALEO FINANCIAL ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$12,958,676,684
Discretionary
$10,667,991,714
Non-discretionary
$2,290,684,970
Firm details
- CRD number
- 127132
- SEC file number
- 801-66402
- Main office
- CARMEL, IN, United States
- Employees
- 178
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees Other
As of October 2026.