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Valor Investments and Planning
VALOR INVESTMENTS AND PLANNING LLC is an SEC-registered investment adviser in EASTON, PA. The firm manages $98 million in regulatory assets. It has 10...
Valor Investments and Planning
VALOR INVESTMENTS AND PLANNING LLC is an SEC-registered investment adviser in EASTON, PA. The firm manages $98 million in regulatory assets. It has 10 employees and 6 investment advisers.
General information
Firm type
Asset Manager
Frequently asked questions
What is Valor Investments and Planning's structure?
Valor Investments and Planning LLC is registered as a state-level RIA, indicating it functions as a financial-advisory firm rather than a family office. No public evidence suggests it operates with multiple-family-office or institutional asset-management features.
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.
Who controls investment decisions at this firm?
No named principal or investment committee is identified in accessible sources. The firm's ownership and decision-making structure are not publicly documented.
What investment strategy does Valor Investments and Planning employ?
Given its RIA registration, Valor likely provides diversified portfolio management and financial planning services to individual clients. No sector-specific or alternative-asset strategy has been confirmed through public records.
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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