VALEO FINANCIAL ADVISORS, LLC

PEER BENCHMARKS

Understanding SEC Peer Groups

A firm's peer group is calculated based on public self-reported AUM benchmarked against a population of RIAs who submitted a Form ADV to the Securities and Exchange Commission.

SEC Peer Benchmark Details

Firm Self-Reported AUM
$6.4B
Peer Group AUM Range
$6.1B - $6.7B
Sample Size
86
Firm Age (Years)
PEER GROUP AVERAGE
14
Structure
PEER GROUP AVERAGE
Limited Liability Company (43 firms)
Discretionary Accounts
PEER GROUP AVERAGE
2,402
Discretionary AUM
PEER GROUP AVERAGE
$5.6B
Non-Discretionary Accounts
PEER GROUP AVERAGE
675
Non-Discretionary AUM
PEER GROUP AVERAGE
$790.6M
Total Clients
PEER GROUP AVERAGE
2,351
Total AUM
PEER GROUP AVERAGE
$6.4B
Offices
PEER GROUP AVERAGE
161
Total Employees
PEER GROUP AVERAGE
68
Investment Advisors
PEER GROUP AVERAGE
37
Registered Representatives
PEER GROUP AVERAGE
18
Licensed Insurance Agents
PEER GROUP AVERAGE
15
Foreign Clients
PEER GROUP AVERAGE
31.4%
Clients Without Regulatory Assets
PEER GROUP AVERAGE
559
Compensation
PEER GROUP AVERAGE
FIRM VALUE
Percentage of AUM Yes 84 Firms Yes
Hourly Charges No 74 Firms No
Subscription Fees No 85 Firms No
Fixed Fees No 62 Firms Yes
Commissions No 84 Firms No
Performance Based Fees Yes 51 Firms No
Other No 71 Firms Yes

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