Valeo Financial Advisors, LLC
Ohio
Registered In
08/18/2020
Incorp. Date
Foreign
Registration Type
Indiana
Foreign Jurisdiction
Company Summary
Valeo Financial Advisors, LLC in Indianapolis, IN was registered on 08/18/2020. It is listed at 9450 N Meridian ST STE 300, Indianapolis, In 46260.
- Registered In
- Ohio
- Incorporation Date
- Registration Type
- Foreign
- Foreign Jurisdiction
- Indiana
- Company Type
- Foreign Limited Liability Company
- Status
- A
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- SEC | EDGAR Trellis.Law Recent News
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Corporation Service Company
Registered Agent
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3366 RIVERSIDE DR STE 103, UPPER ARLINGTON, OH 43221
(View Past Addresses)
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9450 N MERIDIAN ST STE 300, INDIANAPOLIS, IN 46260
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:9450 N Meridian St Ste 300 Indianapolis, IN
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Indianapolis, IN Sacramento, CA (1 more) | View Report | |
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Rcr Technology Corporation
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Tumwater, WA Indianapolis, IN | View Report | |
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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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Rcr Technology Corporation
Registered in Missouri
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Indianapolis, IN | View Report | |
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Rcr Technology Corporation
Registered in New Hampshire
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Fishers, IN Indianapolis, IN | View Report | |
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Valeo Financial Advisors, LLC
Registered in Colorado
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Carmel, IN Indianapolis, IN (1 more) | View Report | |
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Rcr Technology Corporation
Registered in Florida
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Indianapolis, IN Treasure Island, FL | View Report | |
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Rcr Technology Corporation
Registered in Colorado
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Denver, CO Centennial, CO (1 more) | View Report | |
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Rcr Technology Corporation
Registered in Virginia
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Indianapolis, IN | View Report | |
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Valeo Financial Advisors, LLC
Registered in California
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Indianapolis, IN Sacramento, CA | 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 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 |
The following government agencies have contributed data:
Ohio Secretary of State U.S. Department of Labor U.S. Small Business Administration
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