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    Valeo Financial Advisors Llc

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    Description

    • Valeo Financial Advisors, LLC9450 North Meridian Street, Suite 300Indianapolis, IN 46260United StatesValeo 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 clients 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.
    • location

      Headquarters:9450 North Meridian Street Suite 300, Indianapolis, Indiana, United States

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    • Valeo Financial Advisors Llc phone

      Phone Number: +1 317-218-3620

    • Valeo Financial Advisors Llc website

      Website: https://www.valeofinancial.com

    • Valeo Financial Advisors Llc employees

      Employees:111

    • Valeo Financial Advisors Llc revenue

      Revenue:$10 - 50M

    • Valeo Financial Advisors Llc legal name

      Legal Name:Valeo Financial Advisors Llc

    • Valeo Financial Advisors Llc's Social Media

      Valeo Financial Advisors Llc linkedin Valeo Financial Advisors Llc twitter
    • done Is this data correct?

    • |  NAICS Code: 523930  |

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    Person level website identification

    Chief Investment Officer for Valeo Financial Advisors Llc

    Charlotte Lippert

    Chief Investment Officer

    Person level website visitor identification

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    View Employees

    Charlotte Lippert

    Chief Investment Officer

    Connor Skelly

    Risk And Compliance Director

    Noah Dock

    Director Of Operations

    Derek Miller

    Director Of Marketing And Communications

    Marco Caspetti

    Head Of Finance

    Frequently Asked Questions regarding Valeo Financial Advisors Llc

    • Where are Valeo Financial Advisors Llc's Headquarters?

      Valeo Financial Advisors Llc's Headquarters are in 9450 North Meridian Street Suite 300,Indianapolis,Indiana,United States

    • What is Valeo Financial Advisors Llc's phone number?

      Valeo Financial Advisors Llc's phone number is +1 317-218-3620

    • What is Valeo Financial Advisors Llc's official website?

      Valeo Financial Advisors Llc's official website is https://www.valeofinancial.com

    • What is Valeo Financial Advisors Llc's Revenue?

      Valeo Financial Advisors Llc's revenue is $10 - 50M

    • What is Valeo Financial Advisors Llc's NAICS code?

      Valeo Financial Advisors Llc's NAICS code is 523930

    • How many employees are working in Valeo Financial Advisors Llc

      Valeo Financial Advisors Llc has 111 employees

    • What is Valeo Financial Advisors Llc's Industry?

      Valeo Financial Advisors Llc is in the industry of Financial Services

    • Who is Valeo Financial Advisors Llc's Chief Investment Officer?

      Valeo Financial Advisors Llc's Chief Investment Officer is Charlotte Lippert

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