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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-03-2020
- Office Locations
- 1
Office Locations
About Valor Financial Services, LLC
Valor Financial Services provides fiduciary wealth management and custom portfolio management, integrating investment management with planning for retirement income, tax harvesting strategies, estate and trust needs, and education funding. The firm emphasizes straightforward, goal-based strategies, avoids commission-based products, and states its fees are linked to client portfolio performance. Custody is through Charles Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
WILLIAM ARTHUR TIMM
Chief Compliance Officer, Managing Member
- CRD
- #3233169
- Ownership
- 75% or more
BRIAN LEE RUSSELL
Investment Advisor, Managing Member
- CRD
- #3267319
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $273,274,393 | $163,149 |
| Non-Discretionary | $0 | -- |
| Total | $273,274,393 | $163,149 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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