Valor Advisers
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 301292
- Website
- valoradvisers.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Valor Advisers is an independent, individual-owned registered investment adviser structured as an LLC that focuses on serving individual and family clients. The firm offers financial planning, portfolio management for individuals and small businesses, and some pension-consulting work. Its billing is flexible: percentage-of-AUM fees are available alongside hourly, subscription, and fixed-fee arrangements. Valor Advisers is not positioned as a multi-state or institutional allocator, does not identify as an active ESG investor, and does not operate as a capital allocator or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds89%
- Cash & Cash Equivalents11%
Owners & executives
1 of 1Michael Distasio
Managing Member And Chief Compliance OfficerCRD 7119290
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 5919 W Montrose Ave
- Time zone
- CT (UTC-6)
- Office locations
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