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advised by VALEO FINANCIAL ADVISORS, LLC
Indiana, United States
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Filed | GAV | Owners | Minimum | Adviser owns | Audited | Name as filed |
|---|---|---|---|---|---|---|
| Oct 18, 2024 | $20,971 | 25 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES LLC | NATIONAL FINANCIAL SERVICES LLC | Boston | Massachusetts | United States | no | 8-26740 |
| 0.0% |
| no |
| V••••••••• L•• |
| Oct 18, 2024 | $20,971 | 25 | $0 | 0.0% | no | V••••••••• L•• |
| May 23, 2024 | $20,971 | 25 | $0 | 0.0% | no | V••••••••• L•• |
| May 8, 2024 | $20,971 | 25 | $0 | 0.0% | no | V••••••••• L•• |
| Mar 29, 2024 | $20,971 | 25 | $0 | 0.0% | no | V••••••••• L•• |
| Mar 28, 2024 | $20,971 | 25 | $0 | 0.0% | no | V••••••••• L•• |
| Nov 29, 2023 | $36,066 | 59 | $0 | 0.0% | no | V••••••••• L•• |
| Jul 13, 2023 | $36,066 | 59 | $0 | 0.0% | no | V••••••••• L•• |
| Mar 28, 2023 | $36,066 | 59 | $0 | 0.0% | no | V••••••••• L•• |
| Mar 25, 2023 | $36,066 | 59 | $0 | 0.0% | no | V••••••••• L•• |