VALOR WEALTH GROUP, LLC

Overview

Valor Wealth Group, LLC is an independent advisory firm organized as an LLC that provides financial planning, portfolio management for individuals and small businesses, and manager selection services. The firm bills using a mix of asset-based fees, hourly charges, and fixed fees and identifies itself as a capital allocator that directs client capital to both public and private managers. Valor is not flagged as an active ESG investor, does not operate as a multi-state adviser, and does not list pension consulting or related-adviser activity. Ownership is held privately by an individual.

Assets & Accounts

Public Holdings

Investments & Alternatives