Paige
Sanfelippo

Valeo Financial Advisors, LLC

CRD#7129176
Investment Advisor
in Carmel, IN

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About this Advisor

Paige Sanfelippo is a certified financial planner working out of Carmel, Indiana who has 1 year of relevant experience. Sanfelippo currently works for Valeo Financial Advisors, LLC. Their career trajectory has included roles at Lafayette Highschool, Corner Bar And Grill, Depauw University, Allstar Dodge Jeep Ram, Ubs Financial Services, Valeo Financial Advisors, LLC and Middle School. Sanfelippo can operate in Indiana. Valeo Financial Advisors, LLC is a firm headquartered in Carmel, IN. The investment advisory business has offices in four locations and a total of 161 people on staff. It administers $7 billion in assets among its 15,757 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves eight charities and foundations. Of its 15,757 client accounts, 76% are held by high-net-worth individuals who have at least $1 million in assets. Valeo Financial Advisors, LLC provides a number of services, including 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. Financial advisory fee schedules vary depending on which service is provided. Fees charged by Valeo Financial Advisors, LLC likely are comprised of any blend of asset-based, fixed and other fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

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 Dr Ste 400
Carmel, IN 46032-3357

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Valeo Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$7,103,709,028

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

161

IN Average: 46
Total Number of Accounts

15,757

IN Average: 1,775
Average Account Size

$450,829

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

Paige Sanfelippo Work History

Paige has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Valeo Financial Advisors, LLC

2020 - 2020 (< 1 year)

Allstar Dodge Jeep Ram

2020 - 2022 (2 years)

Valeo Financial Advisors, LLC

2019 - 2019 (< 1 year)

Ubs Financial Services

2018 - 2022 (4 years)

Depauw University

2015 - 2018 (3 years)

Corner Bar And Grill

2014 - 2018 (4 years)

Lafayette Highschool

2012 - 2014 (2 years)

Middle School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Paige Sanfelippo 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

Sarah Arthur
Carmel, IN
Kristen Rueth Allen
Carmel, IN
Andrew Tellitocci
Carmel, IN
Paige Sanfelippo
Carmel, IN
Jamie Vladuchick
Carmel, IN
Nicholas Fohrer
Carmel, IN
Charlotte Lippert
Carmel, IN
Matthew Williams
Richmond, VA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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