We file our regulatory disclosures annually with the US Securities and Exchange Commission.
You can search for our detailed disclosures on the SEC’s website, or directly download our Client Relationship Summary Document or Company Brochure (ADV Part 2).
You may direct any questions to:
Valeo Financial Advisors
attn: Chief Compliance Officer
10 West Carmel Drive, Ste 400
Carmel, IN 46032