IAM ADVISORY LLC
Easton, PA
AUM
$699.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
610-258-3269
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
4 advisers found
VALOR INVESTMENTS AND PLANNING LLC
Easton, PA
AUM
$97.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
484-546-2522
AUM
$65.2M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
—
Fees
Percentage of AUM
610-438-0988
VALOR CAPITAL MANAGEMENT LLC
Easton, PA
AUM
$0
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; PLATFORM FEES
(484) 202-7720