SHANKERVALLEAU WEALTH ADVISORS, INC.

SKOKIE, Illinois·2 registered advisors·CRD# 117527
SEC# 801-629200847-475-2900
01

Firm Overview

AUM
$496M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementWealth ManagementFee-Only Advisory
04

Advisors at SHANKERVALLEAU WEALTH ADVISORS, INC.

2 registered advisors
John David Valleau
SKOKIE, Illinois
Lawrence H. Shanker
SKOKIE, Illinois
05

Office Locations

SKOKIE, Illinois
2 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. SHANKERVALLEAU WEALTH ADVISORS, INC. (CRD# 117527) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.