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Building 2SHANKERVALLEAU WEALTH ADVISORS, INC.

Map pinSKOKIE, IL
Phone847-475-2900
NotebookSEC #801-62920
Total AUM
$645.3M
Employees
8
Clients
208

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5215 OLD ORCHARD ROAD
SUITE 850
SKOKIE
IL 60077
United States
Operating Hours
9-5
Monday - Friday
Phone
847-475-2900

ReceiptFinancials

Total AUM
$645.3M
Accounts
675
Discretionary
$642.6M
Accounts
674
Non-Discretionary
$2.7M
Accounts
1

ContactClients

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Individual Clients
73
AUM
$21.4M
HNW Individual Clients
130
AUM
$613.3M
Pension/Profit Sharing Plan Clients
1
AUM
$2.7M
Charitable Organization Clients
4
AUM
$7.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILLAMDNYTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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