Falists
← Back to search

VALOREM LLC

CRD 339215 · SEC 801-134978

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

Visit website

551 MADISON AVENUE, 12TH FLOOR, NEW YORK, NY, 10022, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$54.3M

Discretionary AUM

$0

Team

2 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-17

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

States served

NJ, NY

All web addresses on file

Official SEC filing: View on IAPD