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Valiant Financial Planning
Valiant Financial Planning, LLC is a state-registered investment adviser in Kirkland, WA. The firm manages approximately $22 million in regulatory assets.
Overview
Valiant Financial Planning, LLC is a state-registered investment adviser in Kirkland, WA. The firm manages approximately $22 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Asset Manager
Frequently asked questions
What investment approach does Valiant Financial Planning use?
The firm's investment methodology is not publicly disclosed. Independent planning practices of this type commonly blend passive indexing, mutual fund or ETF allocation, and occasionally individual security selection, though Valiant's specific approach cannot be confirmed without primary-source documentation.
Who owns and operates Valiant Financial Planning?
Principal ownership is not publicly disclosed. Independent advisory practices structured as LLCs are commonly owned and operated by one or two lead advisors, often the namesake(s) of the firm, though Altss has not identified specific named principals for this entity.
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