Valeo Financial Advisors, LLC
Colorado
Registered In
02/14/2018
Incorp. Date
Foreign
Registration Type
Indiana
Foreign Jurisdiction
Company Summary
Valeo Financial Advisors, LLC in Carmel, IN was registered on 02/14/2018. It is listed at 10 W Carmel Dr STE 400, Carmel, In 46032.
- Registered In
- Colorado
- Incorporation Date
- Registration Type
- Foreign
- Foreign Jurisdiction
- Indiana
- Company Type
- Foreign Limited Liability Company
- Status
- Good Standing
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Valeo Financial Advisors, Llc
Registered Agent
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7430 E CALEY AVENUE STE 240 E, CENTENNIAL, CO 80111
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10 W CARMEL DR STE 400, CARMEL, IN 46032
View Map
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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.
Address Match:10 W Carmel Dr Ste 400 Carmel, IN
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Valeo Financial Advisors, LLC
Registered in Virginia
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Carmel, IN Richmond, VA (1 more) | View Report | |
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Valeo Financial Advisors, LLC
Registered in Minnesota
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Bloomington, MN Carmel, IN (2 more) | View Report | |
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Valeo Financial Advisors, LLC
Registered in Mississippi
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Carmel, IN Madison, MS | View Report |
Related Business Names:
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Valeo Financial Advisors LLC
Registered in New Jersey
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View Report | ||
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Valeo Financial Advisors, LLC
Registered in Michigan
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Lansing, MI East Lansing, MI | View Report | |
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Valeo Financial Advisors, LLC
Registered in Ohio
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Indianapolis, IN Upper Arlington, OH (1 more) | View Report | |
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Valeo Financial Advisors, LLC
Registered in California
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Indianapolis, IN Sacramento, CA | View Report |
Address Match:10 W Carmel Dr Carmel, IN
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The following government agencies have contributed data:
Colorado Secretary of State U.S. Department of Labor U.S. Small Business Administration
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