VALOR INVESTMENTS AND PLANNING LLC of EASTON, PA is an SEC-registered investment adviser (CRD 323129). Regulatory assets under management: $97.9M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| MILLEN JACOB ANDREW | ELECTED MANAGER; ELECTED MANAGER, CCO; MANAGING MEMBER | — |
| Blachek Thomas | ELECTED MANAGER; ELECTED MANAGER, CCO; MANAGING MEMBER | — |
| MILLEN MATTHEW G | MANAGING MEMBER | — |
| POTTER MATTHEW J | MANAGING MEMBER | — |