Shankervalleau Wealth Advisors, Inc.
Shankervalleau Wealth Advisors, Inc. (CRD# 117527) is a financial advisory firm headquartered in Skokie, IL. They manage $447,887,565 in 618 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management448MILLION
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Total Number of Accounts618ACCOUNTS
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Average Account Value$724,737
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, FL, IL, LA, MD, NY, TX
Janice Hennessy (CRD# 6418408) is an Investment Advisor Representative working at Shankervalleau Wealth Advisors, Inc. in Skokie, IL and has over 9 years of experience in the finance industry.
Brian Schaeffer (CRD# 5249766) is an Investment Advisor Representative working at Shankervalleau Wealth Advisors, Inc. in Skokie, IL and has over 16 years of experience in the finance industry.
Lawrence Shanker (CRD# 2289536) is an Investment Advisor Representative working at Shankervalleau Wealth Advisors, Inc. in Skokie, IL and has over 31 years of experience in the finance industry.
John Valleau (CRD# 2300422) is an Investment Advisor Representative working at Shankervalleau Wealth Advisors, Inc. in Skokie, IL and has over 31 years of experience in the finance industry.
Adam Kinsinger (CRD# 7833196) is an Investment Advisor Representative working at Shankervalleau Wealth Advisors, Inc. in Skokie, IL and has 1 year of experience in the finance industry.
Kathleen Valleau (CRD# 7230032) is an Investment Advisor Representative working at Shankervalleau Wealth Advisors, Inc. in Skokie, IL and has over 4 years of experience in the finance industry.