Emeliano
Ameye

Valeo Financial Advisors, LLC

CRD#7255755
Investment Advisor
in Carmel, IN

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About this Advisor

Emeliano Ameye is a financial advisor based in Carmel, Indiana, working with Valeo Financial Advisors, LLC. Emeliano has previously held positions at Baron Wealth Management, LLC, Valeo Financial Advisors, Mills Siding & Roofing, Michigan State University, Student Painters, Ameyezing Property Services, Student, Macomb Community College, and Valeo Financial Advisors, LLC. Emeliano has passed the Series 65 regulatory exam and is registered to provide services in Indiana. Currently, Emeliano 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

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

10 W. Carmel Drive Suite 400
Carmel, IN 46032

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Valeo Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$8,944,535,606

IN Average: $1,347,246,178
Total Number of Employees

155

IN Average: 46
Total Number of Accounts

18,918

IN Average: 1,775
Average Account Size

$472,806

IN Average: $759,012

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

Emeliano Ameye Work History

2022 - Present (2 years)

Valeo Financial Advisors, LLC

2020 - 2021 (1 year)

Baron Wealth Management, LLC

2019 - 2019 (< 1 year)

Valeo Financial Advisors

2018 - 2019 (1 year)

Mills Siding & Roofing

2017 - 2017 (< 1 year)

Student Painters

2016 - 2019 (3 years)

Michigan State University

2015 - 2016 (1 year)

Macomb Community College

2011 - 2016 (5 years)

Ameyezing Property Services

2010 - 2015 (5 years)

Student

Disclosures

Please visit the SEC profile of Emeliano Ameye 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

David Page
Carmel, IN
Lindsey Fairchild
Carmel, IN
Chintan Desai
Carmel, IN
Colton Romine
Carmel, IN
James Hughes
Carmel, IN
Matthew Keller
Carmel, IN
Dylan Brooks
Carmel, IN
Kristen Rueth Allen
Carmel, IN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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