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VALOR INVESTMENTS AND PLANNING LLC
VALOR INVESTMENTS AND PLANNING LLC
EASTON, Pennsylvania
·
4 registered advisors
·
CRD# 323129
SEC# 801-126665
0
484-764-0142
01
Firm Overview
AUM
$34M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at VALOR INVESTMENTS AND PLANNING LLC
4 registered advisors
Jacob Andrew Millen
EASTON, Pennsylvania
CRD# 5954316
Matthew G Millen
EASTON, Pennsylvania
CRD# 7618602
Matthew J Potter
EASTON, Pennsylvania
CRD# 6118171
Thomas Blachek
EASTON, Pennsylvania
CRD# 7149175
05
Office Locations
EASTON, Pennsylvania
4 advisors
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Data sourced from SEC Form ADV filings. VALOR INVESTMENTS AND PLANNING LLC (CRD# 323129) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.