Valor Investments And Planning LLC

Valor Investments And Planning LLC (CRD# 323129) is a financial advisory firm headquartered in Easton, PA. They manage $55,828,544 in 368 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
109 N. 4th Street, Suite 1, Easton, PA 18042
https://www.linkedin.com/company/valor-investments-and-planning/
By the Numbers
  • Total Assets Under Management
    56
    MILLION
  • Total Number of Accounts
    368
    ACCOUNTS
  • Average Account Value
    $151,708
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NJ, PA

Financial Advisors at Valor Investments And Planning LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jacob Millen, financial advisor Easton PA
Jacob Millen
CRD#: 5954316
109 N. 4th Street, Suite 1, Easton, PA 18042

Jacob Millen (CRD# 5954316) is an Investment Advisor Representative working at Valor Investments And Planning LLC in Easton, PA and has over 12 years of experience in the finance industry.

2
Alexander Gunbymerriman, financial advisor Easton PA
Alexander Gunbymerriman
CRD#: 7529694
109 N. 4th Street, Suite 1, Easton, PA 18042

Alexander Gunbymerriman (CRD# 7529694) is an Investment Advisor Representative working at Valor Investments And Planning LLC in Easton, PA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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