Valeo Financial Advisors Revenue, Growth & Competitor Profile

DBA VALEO FINANCIAL ADVISORS, LLC

Company Profile & Annual Report for Valeo Financial Advisors

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Valeo Financial Advisors Fast Facts

Revenue	$100 - $500 million    See Exact Annual Revenue
Employees	100 - 500Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Additional NAICS Codes	525 Pension Funds, Trusts & Other Financial Vehicles
Address	10 W. Carmel Dr Ste 400 Carmel, IN 46032

Note: Revenues for privately held companies are statistical evaluations.


Valeo Financial Advisors's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Valeo Financial Advisors's annual revenues are $100 - $500 million (see exact revenue data)
• What industry is the company in?
  • Valeo Financial Advisors is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Valeo Financial Advisors Annual Revenue and Growth Rate

Valeo Financial Advisors	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$100 - $500 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Valeo Financial Advisors's revenues are gauged from an analysis of company filings.

Valeo Financial Advisors's Income Statement (based on Industry Averages)

Valeo Financial Advisors P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that Valeo Financial Advisors is developing and marketing. Valeo Financial Advisors doesn't have any recent trademark applications, indicating Valeo Financial Advisors is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
VALEO Investment advisory services, namely, investment management, consultation, monitoring, research, analysis, and advice, and investment portfolio management; financial services, namely financial planning and research	02/15/2006

See all trademarks and details in the Full Report.

Market Share of Valeo Financial Advisors's Largest Competitors

A competitive analysis shows these companies are in the same general field as Valeo Financial Advisors, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Valeo Financial Advisors. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
OXFORD FINANCIAL GROUP	Carmel, IN	100
VALEO FINANCIAL ADVISORS	Carmel, IN	83
PUNKE HOLDINGS	Westfield, IN	19
HOUSE INVESTMENTS	Carmel, IN	16
SHEPHERD FINANCIAL INVESTMENT ADVISORY	Carmel, IN	15
INTRA AMERICAN METALS	Noblesville, IN	7

Future Competition: Valeo Financial Advisors's Fastest Growing Competitors

These companies are in the same general field as Valeo Financial Advisors and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)