Valeo Financial Advisors, LLC
California
Registered In
04/09/2020
Incorp. Date
Foreign
Registration Type
Indiana
Foreign Jurisdiction
Company Summary
Valeo Financial Advisors, LLC in Sacramento, CA was registered on 04/09/2020. It is listed at 2710 Gateway Oaks Dr STE 150 N, Sacramento, Ca 95833.
Overview
Registered In
California
Incorporation Date
Company Type
Limited Liability Company - Out of State
Status
Terminated
Registration Type
Foreign
Foreign Jurisdiction
Indiana
Search Other Resources
People
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Csc - Lawyers Incorporating Service
Registered 1505 Agent
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251 LITTLE FALLS DR, WILMINGTON, DE 19808
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Showing current associates only (1 of 3 total associates). Create a free account to see the full associate history
Map & Locations
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2710 GATEWAY OAKS DR STE 150 N, SACRAMENTO, CA 95833
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9450 N MERIDIAN ST STE 300, INDIANAPOLIS, IN 46260
(Mailing)
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Financials
Financial Information for Valeo Financial Advisors, LLC
Form 5500
VALEO FINANCIAL ADVISORS LLC
10 West Carmel Drive, Suite 400, Carmel, In 46032 (317) 218-6000 EIN:03-0519130 Plan Admin:Shannon Zengler| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameAD&D, OPTIONAL LIFE, DENTAL, LIFE, VISION, VOLUNTARY LTD, CRITICAL ILLNESS, VOLUNTARY AD&D, ACCIDENT BENEFITS Plan #502 Participants BOY/EOY156 / 0 Assets BOY/EOY$0 / $0 | 2023 | AD&D, OPTIONAL LIFE, DENTAL, LIFE, VISION, VOLUNTARY LTD, CRITICAL ILLNESS, VOLUNTARY AD&D, ACCIDENT BENEFITS - Plan #502 | 156 / 0 | $0 / $0 |
| 2022 | Plan NameVALEO FINANCIAL ADVISORS, LLC RETIREMENT PLAN Plan #001 Participants BOY/EOY138 / 167 Assets BOY/EOY$16,671,175 / $15,839,834 | 2022 | VALEO FINANCIAL ADVISORS, LLC RETIREMENT PLAN - Plan #001 | 138 / 167 | $16,671,175 / $15,839,834 |
| 2022 | Plan NameAD&D, OPTIONAL LIFE, DENTAL, LIFE, VISION, VOLUNTARY LTD, CRITICAL ILLNESS, VOLUNTARY AD&D, ACCIDENT BENEFITS Plan #502 Participants BOY/EOY123 / 0 Assets BOY/EOY$0 / $0 | 2022 | AD&D, OPTIONAL LIFE, DENTAL, LIFE, VISION, VOLUNTARY LTD, CRITICAL ILLNESS, VOLUNTARY AD&D, ACCIDENT BENEFITS - Plan #502 | 123 / 0 | $0 / $0 |
| 2021 | Plan NameVALEO FINANCIAL ADVISORS BASIC LIFE/AD&D PLAN Plan #502 Participants BOY/EOY100 / 0 Assets BOY/EOY$0 / $0 | 2021 | VALEO FINANCIAL ADVISORS BASIC LIFE/AD&D PLAN - Plan #502 | 100 / 0 | $0 / $0 |
| 2021 | Plan NameVALEO FINANCIAL ADVISORS, LLC RETIREMENT PLAN Plan #001 Participants BOY/EOY100 / 138 Assets BOY/EOY$0 / $0 | 2021 | VALEO FINANCIAL ADVISORS, LLC RETIREMENT PLAN - Plan #001 | 100 / 138 | $0 / $0 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
VALEO FINANCIAL ADVISORS
9450 North Meridian Street, Suite 300, Indianapolis, IN 46260-1309 Industry:Other Financial Vehicles| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/07/2020 | Approved$1,360,609 Forgiven$1,368,586 LenderThe National Bank of Indianapolis Jobs80 | 04/07/2020 | $1,360,609 | $1,368,586 | The National Bank of Indianapolis | 80 |
PPP Loans based on Paycheck Protection Program.
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Sources
The following government agencies have contributed data:
• California Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
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