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VALOR INVESTMENTS AND PLANNING LLC
CRD 323129 · SEC 801-126665
109 N. 4TH STREET, SUITE 1, EASTON, PA, 18042, United States
Phone
484-546-2522
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$97.9M
Discretionary AUM
$97.9M
Team
10 total employees; 6 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 222 | $64.6M |
| High net worth individuals | 13 | $25.4M |
| Pension/profit sharing plans | 7 | $6.8M |
All web addresses on file
Official SEC filing: View on IAPD