# VALOR INVESTMENTS AND PLANNING LLC

VALOR INVESTMENTS AND PLANNING LLC of EASTON, PA is an SEC-registered investment adviser.

## Registration

- CRD: 323129
- Type: SEC-registered investment adviser
- SEC file number: 801-126665
- Location: 109 N. 4TH STREET, EASTON, PA, 18042
- Phone: 484-546-2522
- Latest filing: 2026-03-27
- Regulatory AUM: $97.9M
- Discretionary AUM: $97.9M
- Clients: 10
- Accounts: 1,032

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (4)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/323129/brochure
- Similar advisers: https://search.stillhousedata.com/firm/323129/similar
- Related entities: https://search.stillhousedata.com/firm/323129/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/323129

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.