Overview
Assets Under Management: $252 million
Headquarters: KNOXVILLE, TN
High-Net-Worth Clients: 34
Average Client Assets: $2 million
Frequently Asked Questions
VALOR FINANCIAL SERVICES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #309377), VALOR FINANCIAL SERVICES, LLC is subject to fiduciary duty under federal law.
VALOR FINANCIAL SERVICES, LLC is headquartered in KNOXVILLE, TN.
VALOR FINANCIAL SERVICES, LLC serves 34 high-net-worth clients according to their SEC filing dated April 29, 2025. View client details ↓
According to their SEC Form ADV, VALOR FINANCIAL SERVICES, LLC offers financial planning and portfolio management for individuals. View all service details ↓
VALOR FINANCIAL SERVICES, LLC manages $252 million in client assets according to their SEC filing dated April 29, 2025.
According to their SEC Form ADV, VALOR FINANCIAL SERVICES, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 34
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 27.64
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,615
Discretionary Accounts: 1,615
Regulatory Filings
CRD Number: 309377
Filing ID: 1985214
Last Filing Date: 2025-04-29 17:45:00
Website: https://valorfs.net