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VALEO FINANCIAL ADVISORS, LLC

Investment AdviceCARMEL, IN

Assets Under Management

$10.6B

Total AUM

Donut chart: Discretionary 7.4B, Non-Discretionary 3.3B
Category	Value
Discretionary	7.4B
Non-Discretionary	3.3B

Adviser Information

Field	Value
CRD Number	127132
SEC Number	801-66402
Street Address	10 W. CARMEL DR STE 400
Location	CARMEL, IN 46032-3357
Country	United States
Phone	317.218.6000
Fax	317.218.6010
Total Employees	177

Client Count by Type (3,037 Total)

Horizontal bar chart: High Net Worth Individual… 2,249, Individuals (other than H… 767, Corporations/Businesses 11, Charitable Organizations 10
Category	Value
High Net Worth Individual…	2,249
Individuals (other than H…	767
Corporations/Businesses	11
Charitable Organizations	10

Valeo Financial Advisors, Llc, IN — Investment Adviser | BuildTrust