Colton
Romine
Valeo Financial Advisors, LLC
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About this Advisor
Colton Romine is a financial advisor based in Carmel, Indiana, working with Valeo Financial Advisors, LLC. Colton has previously held positions at Valeo Financial Advisors, LLC, Hearthside Food Solutions, Masterbrand Cabinets, Indiana State University, United Prairie, Einstein Bagels, The Tastee Cup, Arthur School District, Team Corn & Soil, and Arthur Lovington Atwood Hammond High School. Colton is registered to provide services in Indiana. Currently, Colton is part of Valeo Financial Advisors, LLC, which operates out of Carmel, Indiana. The firm has 6 offices and 155 employees. The firm manages assets totaling $8.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Valeo Financial Advisors, LLC includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Valeo Financial Advisors, LLC Brokerage Details
$8,944,535,606
155
18,918
$472,806
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Colton Romine Work History
Valeo Financial Advisors, LLC
Valeo Financial Advisors, LLC
Hearthside Food Solutions
Masterbrand Cabinets
United Prairie
Indiana State University
Einstein Bagels
The Tastee Cup
The Tastee Cup
Arthur School District
Arthur School District
Arthur School District
Team Corn & Soil
Arthur Lovington Atwood Hammond High School
Disclosures
Please visit the SEC profile of Colton Romine to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Valeo Financial Advisors, LLC
Carmel, IN
Carmel, IN
Carmel, IN
Carmel, IN
Carmel, IN
Carmel, IN
Carmel, IN
Carmel, IN
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