Overview
Assets Under Management: $496 million
Headquarters: SKOKIE, IL
High-Net-Worth Clients: 122
Average Client Assets: $4 million
Frequently Asked Questions
SHANKERVALLEAU WEALTH ADVISORS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #117527), SHANKERVALLEAU WEALTH ADVISORS, INC. is subject to fiduciary duty under federal law.
SHANKERVALLEAU WEALTH ADVISORS, INC. is headquartered in SKOKIE, IL.
SHANKERVALLEAU WEALTH ADVISORS, INC. serves 122 high-net-worth clients according to their SEC filing dated July 03, 2024. View client details ↓
According to their SEC Form ADV, SHANKERVALLEAU WEALTH ADVISORS, INC. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
SHANKERVALLEAU WEALTH ADVISORS, INC. manages $496 million in client assets according to their SEC filing dated July 03, 2024.
According to their SEC Form ADV, SHANKERVALLEAU WEALTH ADVISORS, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 122
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.28
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 635
Discretionary Accounts: 632
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 117527
Last Filing Date: 2024-07-03 00:00:00
Website: https://shankervalleau.com