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Valor Investments and Planning
Valor Investments and Planning (VIP) is a privately owned and independent Registered Investment Advisory (RIA). They provide asset management and financial...
Overview
Valor Investments and Planning (VIP) is a privately owned and independent Registered Investment Advisory (RIA). They provide asset management and financial planning services and operate in a fiduciary capacity for clients. They work with business owners, individuals, trusts, fiduciaries, plan sponsors, and charitable organizations. Valor Investments and Planning is a member of Valor Strategy Group.
General information
Firm type
Asset Manager
Principals
Jacob Millen
President
Thomas Blachek
Vice President
Michael Snyder
Advisor
Alex Merriman
Advisor
Tom G. Rutherford
Advisor
Chris Brindle
Advisor
Frequently asked questions
Does Valor Investments and Planning disclose its AUM?
No. The firm has not published an AUM figure on any public platform, including SEC filings or corporate websites. Its AUM is therefore treated as undisclosed.
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