Unclaimed Profile

Matthew G Millen

VALOR INVESTMENTS AND PLANNING LLC·EASTON, Pennsylvania

Clean recordVALOR INVESTMENTS AND PLANNING LLC

123 S. 3RD ST, SUITE 4, EASTON, PA 18042CRD# 7618602Firm CRD# 323129

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matthew G Millen · EASTON, PA

Registration

CRD #7618602 · VALOR INVESTMENTS AND PLANNING LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Matthew G Millen is a registered financial advisor based in EASTON, Pennsylvania, affiliated with VALOR INVESTMENTS AND PLANNING LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

VALOR INVESTMENTS AND PLANNING LLC

AUM

$34M

Regulatory assets under management

Employees

Total firm employees

View all advisors at VALOR INVESTMENTS AND PLANNING LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 7618602

Firm CRD# 323129

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Matthew G Millen offer?

Matthew G Millen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EASTON, Pennsylvania for a consultation.

What are Matthew G Millen's credentials?

Matthew G Millen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew G Millen located?

Matthew G Millen is based in EASTON, Pennsylvania, working with VALOR INVESTMENTS AND PLANNING LLC. Their office serves clients in the EASTON metropolitan area and surrounding communities.

How does Matthew G Millen charge for services?

Matthew G Millen's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VALOR INVESTMENTS AND PLANNING LLC?

VALOR INVESTMENTS AND PLANNING LLC has approximately 4 employees and manages $34M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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