VALUR ROBO ADVISORS
Firm details
- Headquarters
- New York, New York
- CRD number
- 318675
- Registered since
- March 3, 2022
- Website
- www.valurfinance.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Valur Robo Advisors is an SEC-registered limited liability company that provides portfolio management primarily for individuals and small businesses. The firm’s business model charges clients a percentage of assets under management and serves a client base described as individual and family investors. It is classified as an unclassified adviser, is not positioned as a capital allocator, and does not identify as an active ESG investor or a multi-state adviser. The firm’s registration year is 2022 and it operates under a domestic entity/individual ownership structure. Investment activity centers on client portfolio management rather than institutional consulting or pension work. The firm reports no related-adviser relationships and is not designated as a pension consultant. Given the name and stated advisory activity, the practice appears oriented to automated or rules-based portfolio delivery for smaller retail or family accounts, though assets reported are modest.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other100%
Owners & executives
1 of 1Jeffrey Love
Chief Legal OfficerCRD 7495655
Contacts
1 of 1SUBRAMONIAN MAHADEVAN
FounderCRD 6972513
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 500 8th Ave
- Time zone
- ET (UTC-5)
- Office locations
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