CRD: 323129
Valor Investments AND Planning LLC
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- Custodian
- Assetmark ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-25-2022
- Office Locations
- 1
Office Locations
About Valor Investments AND Planning LLC
Valor Investments & Planning (VIP) delivers financial planning and ongoing portfolio management, with support for estate, charitable, and insurance planning, serving individuals and business owners/entrepreneurs. Portfolios emphasize asset allocation and risk management using ETFs, mutual funds, and fixed income (including munis). Uses the Black Diamond platform and supports Schwab custody.
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Owner & Executives
Thomas Ashely Blachek
Chief Compliance Officer, Chief Investment Officer
- CRD
- #7149175
- Ownership
- Less than 5%
Jacob Millen
President
- CRD
- #5954316
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Christopher James Brindle
Financial Advisor
- CRD
- #7222371
ALEXANDER GUNBYMERRIMAN
Advisor
- CRD
- #7529694
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $97,900,873 | $163,271 |
| Non-Discretionary | $0 | -- |
| Total | $97,900,873 | $163,271 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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