$1.7M Total AUM
$1.7M Disc. AUM
-- 3Y CAGR
2 Employees
77 ADV. Clients
4 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-09-2022
- Office Locations
- 1
Office Locations
5919 W. Montrose AVE Chicago IL
About Valor Advisers
Valor Advisers is a Chicago-based RIA focused on serving first responders, providing financial planning and investment guidance across life stagestax questions, debt reduction, home-buying decisions, and long-term investing. Portfolios are primarily implemented with ETFs, with custody via Interactive Brokers. The firm also emphasizes community giveback, including support for first-responder charities and a planned scholarship fund.
Team overview
-- AVG AGE
$1.7M AVG AUM / ADVISOR
$22.4K AVG AUM / CLIENT
4.4 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
M
Michael Anthony Distasio Jr
Owner
- CRD
- #7119290
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,726,639 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,726,639 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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