Valeo Financial Advisors Revenue and Competitors

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Valeo Financial Advisors's estimated annual revenue is currently $44.4M per year.(i)
  • Valeo Financial Advisors's estimated revenue per employee is $231,000

Employee Data

  • Valeo Financial Advisors has 192 Employees.(i)
  • Valeo Financial Advisors grew their employee count by -1% last year.

Valeo Financial Advisors's People

NameTitleEmail/Phone
1
ControllerReveal Email/Phone
2
Chief Operating OfficerReveal Email/Phone
3
Risk & Compliance DirectorReveal Email/Phone
4
Director TechnologyReveal Email/Phone
5
Director Strategic InitiativesReveal Email/Phone
6
Director Human ResourcesReveal Email/Phone
7
Director Portfolio and Wealth AdvisoryReveal Email/Phone
8
Training ManagerReveal Email/Phone
9
Financial AdvisorReveal Email/Phone
10
Financial AdvisorReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$17990M35882N/AN/A$180.6B
#2
$1540M43784%N/A$6.5B
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What Is Valeo Financial Advisors?

Valeo Financial Advisors, LLC 9450 North Meridian Street, Suite 300 Indianapolis, IN 46260 United States Valeo Financial Advisors is a fee-only advisory firm that is ranked as one of the largest financial advisory firms in the Midwest, and a Top 300 RIA Firm by the Financial Times. We focus on a client's entire financial picture including insurance, taxes, cash flow, educational funding, retirement, and estate planning. As a result, we strive to provide the peace of mind that only comes from knowing all aspects of your financial life are working well together. All of this for one transparent fee.

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Total Funding

192

Number of Employees

$44.4M

Revenue (est)

-1%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Valeo Financial Advisors News

2022-04-20 - Nucor (NYSE:NUE) Price Target Raised to $175.00 at Credit ...

Valeo Financial Advisors LLC now owns 3,511 shares of the basic materials company's stock valued at $346,000 after buying an additional 1,254...

2022-04-20 - Q2 2022 EPS Estimates for The Travelers Companies, Inc ...

Valeo Financial Advisors LLC now owns 4,082 shares of the insurance provider's stock worth $621,000 after acquiring an additional 2,450 shares...

2022-04-19 - Microchip Technology (NASDAQ:MCHP) Lifted to Hold at ...

Zacks Investment Research's target price points to a potential upside of ... Valeo Financial Advisors LLC lifted its stake in shares of...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$7.5M19232%N/A
#2
$38M19212%N/A
#3
$68.6M1937%N/A
#4
$3.5M19320%N/A
#5
$15M19414%N/A