Valhalla Advisors LLC

Overview

Valhalla Advisors LLC is organized as a limited liability company and operates as an independent registered investment adviser owned by an individual. The firm serves individual and family clients and combines advisory work with insurance-broker activities. Core advisory services listed include financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Their fee menu is flexible: they charge based on a percentage of assets under management and also offer hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor, is not set up as a multi-state adviser, and is not positioned as a capital allocator or pension consultant. Valhalla also has an industry affiliation with an insurance company, reflecting the crossover between its advisory work and insurance distribution.

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Public Holdings

Investments & Alternatives