Valeo Financial Advisors, LLC 10 W Carmel Drive, Suite 400 Carmel, IN 46032 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.
View Top Employees from Valeo Financial Advisors LLC| Website | http://www.valeofinancial.com |
| Revenue | $5.9 million |
| Funding | $1 million |
| Employees | 165 (160 on RocketReach) |
| Founded | 2003 |
| Address | 9450 North Meridian Street Suite 300, Indianapolis, Indiana 46260, US |
| Phone | (317) 218-6000 |
| Technologies |
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| Industry | Financial Services, Finance General, Finance |
| Web Rank | 11 Million |
| Keywords | Wealth Management, Financial Planning, Tax Planning, Educational Funding, Retirement Planning, Estate Planning, Cash Flow Forecasting, Peace Advocacy, Insurance Services |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies |
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Valeo Financial Advisors LLC Questions
The Valeo Financial Advisors LLC annual revenue was $5.9 million in 2024.
Greg Fulk is the COO of Valeo Financial Advisors LLC.
160 people are employed at Valeo Financial Advisors LLC.
Valeo Financial Advisors LLC is based in Indianapolis, Indiana.
The NAICS codes for Valeo Financial Advisors LLC are [523, 52393, 52, 5239].
The SIC codes for Valeo Financial Advisors LLC are [62, 628].
Top Valeo Financial Advisors LLC Employees
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