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Building 2SHANKLAND FINANCIAL ADVISORS, LLC

Map pin
Phone217-494-0439
NotebookSEC #801-130545
Total AUM
$88.2M
Employees
2
Clients
308

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
217-494-0439

ReceiptFinancials

Total AUM
$88.2M
Accounts
308
Discretionary
$88.2M
Accounts
308
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
270
AUM
$39.4M
HNW Individual Clients
38
AUM
$48.8M

Briefcase businessServices

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Services Offered
EducationIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILINLAMONCSCTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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