$968.4K Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
26 ADV. Clients
8 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist · Betterment · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-19-2018
- Office Locations
- 1
Office Locations
-- Indianapolis IN
About Vaal Financial, LLC
VAAL Financial, LLC is a fee-only, fully virtual RIA serving modern earners—freelancers, contractors, dual-income households—and retirees with comprehensive financial planning, goal-based investing, and retirement plan guidance (401(k), SEP, SIMPLE). Client communication is built around secure text, email, and video meetings. Portfolios are ETF-focused; custody includes Altruist and Betterment.
Team overview
34 AVG AGE
$968.4K AVG AUM / ADVISOR
$37.2K AVG AUM / CLIENT
8.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
Available
Available
Available
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Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
A
ADAM CHRISTOPHER VAAL
Financial Advisor, Financial Consultant, Owner
- CRD
- #6117952
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $968,410 | -- |
| Total | $968,410 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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