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Valiant Financial Planning
Valiant Financial Planning, LLC is an SEC-registered investment adviser in Kirkland, WA. The firm manages approximately $22 million in regulatory assets.
Valiant Financial Planning
Valiant Financial Planning, LLC is an SEC-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
Does Valiant Financial Planning manage institutional capital?
No evidence suggests Valiant Financial Planning manages institutional separate accounts, pooled vehicles, or commitments from pensions, endowments, or family offices. The firm's profile is consistent with a retail-facing registered investment advisor serving individual clients.
Is Valiant Financial Planning registered with the SEC or state regulators?
Most firms of this size register at the state level rather than with the SEC, and firm ADV filings would be accessible through the SEC's Investment Adviser Public Disclosure database. Altss has not independently verified the firm's regulatory status or retrieved those filings for this record.
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.
Does Valiant Financial Planning offer alternative investments or private-market access?
No public record indicates that Valiant Financial Planning provides access to private equity, venture capital, hedge funds, real estate syndications, or other alternative asset classes. The firm's client profile and LLC structure do not suggest alternatives distribution capabilities.
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.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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