Valeo Financial Advisors, LLC is a large advisory firm based in Indianapolis. It manages $3.75 billion of regulatory assets for 12,033 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Arizona, California, Colorado, and 24 other states.
Valeo Financial Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for approximately 1,500 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Valeo Financial Advisors, LLC is $3.75 billion. The firm's AUM has grown by 1089% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Valeo Financial Advisors, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, pooled investment vehicles, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Valeo Financial Advisors is high net worth individuals with 1,065 clients and $3.2 billion of assets under management. Among the 7 most similar advisory firms, Valeo Financial Advisors has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $3.75 billion for 1,492 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Valeo Financial Advisors also advises several private funds. Namely, one hedge fund, one real estate fund, and three private equity funds. The minimum investment commitment required of non-related persons ranges from $5,000 to $100,000.
The company employs 68 people that are either part- or full-time employees. 85 percent of the employees work as investment advisers or researchers. 47 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Valeo Financial Advisors, LLC performs its advisory services is located at 9450 N Meridian St, Ste 300, Indianapolis, IN 46260, which is also the mailing address of the firm. An additional office of the firm is in Ann Arbor, MI. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 317.218.6000 or by fax 317.218.6010. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at valeofinancial.com and its LinkedIn profile.