VALOR FINANCIAL SERVICES, LLC
CRD #309377 SEC #801-119269 KNOXVILLE, TN 865-675-1200
SEC Registered
Total AUM
$252.4M
Discretionary
$252.4M
Employees
2
Clients
0
Accounts
1,615
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $252.4M | $252.4M | $0 | 2 | 0 |
| Jan 2025 | $240.5M | $240.5M | $0 | 2 | 0 |
| Jan 2024 | $212.8M | $212.5M | $280K | 2 | 0 |
| Feb 2023 | $202.5M | $202.2M | $290K | 2 | 0 |
| Jan 2022 | $194.8M | $194.8M | $0 | 2 | 0 |
| Aug 2021 | $187.7M | $187.7M | $0 | 3 | 0 |
| Apr 2021 | $180.1M | $180.1M | $0 | 3 | 0 |
| Feb 2021 | $159.2M | $159.2M | $0 | 3 | 0 |
| Aug 2020 | $104M | $104M | $0 | 4 | 0 |
| Aug 2020 | $104M | $104M | $0 | 4 | 0 |
| Jul 2020 | $104M | $104M | $0 | 4 | 0 |
DateApr 2025
Total AUM$252.4M
Discretionary$252.4M
Non-Disc.$0
Employees2
Clients0
DateJan 2025
Total AUM$240.5M
Discretionary$240.5M
Non-Disc.$0
Employees2
Clients0
DateJan 2024
Total AUM$212.8M
Discretionary$212.5M
Non-Disc.$280K
Employees2
Clients0
DateFeb 2023
Total AUM$202.5M
Discretionary$202.2M
Non-Disc.$290K
Employees2
Clients0
DateJan 2022
Total AUM$194.8M
Discretionary$194.8M
Non-Disc.$0
Employees2
Clients0
DateAug 2021
Total AUM$187.7M
Discretionary$187.7M
Non-Disc.$0
Employees3
Clients0
DateApr 2021
Total AUM$180.1M
Discretionary$180.1M
Non-Disc.$0
Employees3
Clients0
DateFeb 2021
Total AUM$159.2M
Discretionary$159.2M
Non-Disc.$0
Employees3
Clients0
DateAug 2020
Total AUM$104M
Discretionary$104M
Non-Disc.$0
Employees4
Clients0
DateAug 2020
Total AUM$104M
Discretionary$104M
Non-Disc.$0
Employees4
Clients0
DateJul 2020
Total AUM$104M
Discretionary$104M
Non-Disc.$0
Employees4
Clients0