VALOR INVESTMENTS AND PLANNING LLC
CRD #323129 SEC #801-126665 EASTON, PA 484-764-0142
SEC Registered
Total AUM
$34.5M
Discretionary
$34.5M
Employees
2
Clients
0
Accounts
211
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $34.5M | $34.5M | $0 | 4 | 0 |
| Mar 2023 | $34.5M | $34.5M | $0 | 2 | 0 |
| Mar 2023 | $34.5M | $34.5M | $0 | 2 | 0 |
| Feb 2023 | $34.5M | $34.5M | $0 | 2 | 0 |
| Feb 2023 | $34.5M | $34.5M | $0 | 2 | 0 |
| Jan 2023 | $0 | $0 | $0 | 9 | 0 |
| Jan 2023 | $0 | $0 | $0 | 9 | 0 |
| Dec 2022 | $0 | $0 | $0 | 9 | 0 |
| Oct 2022 | $0 | $0 | $0 | 9 | 0 |
| Aug 2022 | $0 | $0 | $0 | 9 | 0 |
DateMar 2023
Total AUM$34.5M
Discretionary$34.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$34.5M
Discretionary$34.5M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$34.5M
Discretionary$34.5M
Non-Disc.$0
Employees2
Clients0
DateFeb 2023
Total AUM$34.5M
Discretionary$34.5M
Non-Disc.$0
Employees2
Clients0
DateFeb 2023
Total AUM$34.5M
Discretionary$34.5M
Non-Disc.$0
Employees2
Clients0
DateJan 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateJan 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateDec 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateOct 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateAug 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0