$7.6M Total AUM
$7.6M Disc. AUM
-- 3Y CAGR
1 Employees
22 ADV. Clients
13 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-01-2013
- Office Locations
- 1
Office Locations
-- West Lafayette IN
About Valor Investment Management
Valor Investment Management, LLC is an Indiana-registered RIA founded in 2013 serving individuals across multiple states. The firm provides professional investment management for taxable accounts, IRAs, and employer-sponsored plans, with portfolios largely implemented via ETFs. Retail-focused and reports Wells Fargo as a custodian.
Team overview
-- AVG AGE
$7.6M AVG AUM / ADVISOR
$344.2K AVG AUM / CLIENT
13.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Custodian
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Investment Vehicles
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Services
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Owner & Executives
No owner records available.
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ADAM TIMOTHY TOWNSEND
Financial Professional
- CRD
- #6153985
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,572,383 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,572,383 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available Sovereign Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Sovereign Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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