"Shankervalleau Wealth Advisors, Inc. is a trusted local investment advisory firm based out of Skokie, IL, boasting a rich history of providing comprehensive financial solutions. With a single office location, the firm has established itself as a prominent player in the industry. Led by a team of experienced professionals, Shankervalleau Wealth Advisors consists of six dedicated employees, five of whom specialize in delivering top-notch investment advisory services.
As a firm, Shankervalleau Wealth Advisors manages an average of $77,200,000 in assets under management per investment advisor, aligning well with industry standards. ...
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Assets Under Mgmt
$385.98M
Investment Professionals
5
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
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