Overview
Assets Under Management: $496 million
Headquarters: SKOKIE, IL
High-Net-Worth Clients: 122
Average Client Assets: $4 million
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