Valor Capital Management LLC
Firm details
- Headquarters
- Easton, Pennsylvania
- CRD number
- 336472
- Website
- www.valorcapmgmt.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Other
- Client types
- Other Investment Advisers100%
Firm profile
FINTRXOverview
Valor Capital Management LLC is a Pennsylvania-registered limited liability company that provides advisory services alongside broker-dealer activities: the firm is listed as a registered representative of a broker-dealer and also reports an advisory fee arrangement that includes a percentage-of-AUM element plus other fees. Ownership is reported as a mix of a domestic entity and an individual. Valor does not list itself as an ESG investor and is not presented as a multi-state adviser or pension consultant. The firm also notes industry affiliations with another investment adviser and with an insurance company.
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 Funds75%
- Exchange Traded Equities16%
- Cash & Cash Equivalents6%
- US Government Bonds2%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Easton, PA
Northampton
Location
Easton, PA
Headquartered in Easton, PA, in the Northeast of the United States.
- Region
- Northeast
- County
- Northampton
- Address
- 109 N 4th St
- Time zone
- ET (UTC-5)
- Office locations
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