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SHANKERVALLEAU WEALTH ADVISORS, INC.
Tel: 847-475-2900
5215 Old Orchard Road Suite 850
Skokie, Illinois 60077
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
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
Firm CRD#:
117527
SEC#:
801-62920
No. of Clients:
635
Assets under Management
$495,663,683
No. of Advisors:
8
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