Andrew
Brown
Valeo Financial Advisors, LLC
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About this Advisor
Andrew Brown is a certified financial planner based in Ann Arbor, Michigan, with a total of 8 years of industry experience. Brown works at Valeo Financial Advisors, LLC. Brown has gained experience at Stancorp Investment Advisers, Sunrise Gymnastics and Valeo Financial Advisors. Brown holds a Series 65 license, designating them as an investment advisor representative, and is registered to serve investors in Indiana and Michigan. Valeo Financial Advisors, LLC is a financial advisory business headquartered in Carmel, IN. The company has offices in four locations and a total of 161 advisors. It oversees $7 billion in total assets among its 15,757 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides financial advice to eight charitable organizations. Of its 15,757 client accounts, 76% belong to high-net-worth clients who have at least $1 million in assets available to invest. Valeo Financial Advisors, LLC has a number of services, such as 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 management fees largely depend on which services are provided. However, fee types billed by Valeo Financial Advisors, LLC likely include asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Valeo Financial Advisors, LLC Brokerage Details
$7,103,709,028
161
15,757
$450,829
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
Andrew Brown Work History
Andrew has been registered as a financial advisor for 8 years.*
Valeo Financial Advisors
Sunrise Gymnastics
Stancorp Investment Advisers
*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 Andrew Brown 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
Richmond, VA
Carmel, IN
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.
