Valor Investments And Planning LLC
Valor Investments And Planning LLC is an SEC-registered mass-market adviser with $34.5M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Valor Investments And Planning LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 323129, data through 2023-03-29.
- AUM (assets under management / regulatory AUM)
- $34.5M (2023-03-29)
- Firm type
- Mass-Market Adviser
- Employees
- 4
- Clients
- 203
- CRD
- 323129
- Ownership
- MILLEN, JACOB, ANDREW; Blachek, Thomas; MILLEN, BLACHEK AND ASSOCIATES, LLC; VALOR GROUP LIMITED; MILLEN & BLACHEK LLC
How much AUM does Valor Investments And Planning LLC have?
Valor Investments And Planning LLC reported $34.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2023-03-29).
Who owns Valor Investments And Planning LLC?
Disclosed owners and executives of Valor Investments And Planning LLC include MILLEN, JACOB, ANDREW, Blachek, Thomas, MILLEN, BLACHEK AND ASSOCIATES, LLC, VALOR GROUP LIMITED, MILLEN & BLACHEK LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.