VALUR ROBO ADVISORS

RIASEC RegisteredEst. 2022
Total AUM
$26.5K
Discretionary
$3.3K
13% of AUM
Avg account
$1.8K
Accounts
15
Employees
2
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
318675
Registered since
March 3, 2022
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

1 of 1
  • Jeffrey Love

    Chief Legal OfficerCRD 7495655

Contacts

1 of 1
  • SUBRAMONIAN MAHADEVAN

    FounderCRD 6972513

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth