SHANKERVALLEAU WEALTH ADVISORS, INC. - Financial Advisor in Illinois, Skokie

Tel: 847-475-2900 5215 Old Orchard Road Suite 850 Skokie, Illinois 60077

About SHANKERVALLEAU WEALTH ADVISORS, INC.

SHANKERVALLEAU WEALTH ADVISORS, INC. is a Skokie, Illinois based financial advisory firm with nearly $495,663,683 in assets under management and provides investment advisory services for 635 clients. There are currently 8 financial advisors at the firm.

General Information

Firm CRD#:

117527

Firm SEC#:

801-62920

Assets Under Management:

$495,663,683

No. of Clients:

635

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM

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