Valeo Financial Advisors Revenue and Competitors
Estimated Revenue & Valuation
- Valeo Financial Advisors's estimated annual revenue is currently $44.4M per year.
- Valeo Financial Advisors's estimated revenue per employee is $231,000
Employee Data
- Valeo Financial Advisors has 192 Employees.
- Valeo Financial Advisors grew their employee count by -1% last year.
Valeo Financial Advisors's People
Name | Title | Email/Phone |
---|---|---|
1 | Controller | Reveal Email/Phone |
2 | Chief Operating Officer | Reveal Email/Phone |
3 | Risk & Compliance Director | Reveal Email/Phone |
4 | Director Technology | Reveal Email/Phone |
5 | Director Strategic Initiatives | Reveal Email/Phone |
6 | Director Human Resources | Reveal Email/Phone |
7 | Director Portfolio and Wealth Advisory | Reveal Email/Phone |
8 | Training Manager | Reveal Email/Phone |
9 | Financial Advisor | Reveal Email/Phone |
10 | Financial Advisor | Reveal Email/Phone |
Valeo Financial Advisors Competitors & AlternativesAdd Company
Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
---|---|---|---|---|---|
#1 | $17990M | 35882 | N/A | N/A | $180.6B |
#2 | $1540M | 4378 | 4% | N/A | $6.5B |
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
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...
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...
Zacks Investment Research's target price points to a potential upside of ... Valeo Financial Advisors LLC lifted its stake in shares of...
Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
---|---|---|---|---|
#1 | $7.5M | 192 | 32% | N/A |
#2 | $38M | 192 | 12% | N/A |
#3 | $68.6M | 193 | 7% | N/A |
#4 | $3.5M | 193 | 20% | N/A |
#5 | $15M | 194 | 14% | N/A |