SHANKERVALLEAU WEALTH ADVISORS, INC.

5215 Old Orchard Road
Suite 850
Skokie, Illinois 60077
Tel: 847-475-2900

About SHANKERVALLEAU WEALTH ADVISORS, INC.

SHANKERVALLEAU WEALTH ADVISORS, INC, formally registered with the SEC as SHANKERVALLEAU WEALTH ADVISORS, INC. The firm was established in 03/26/2004. They have over 1 offices throughout the country.

SHANKERVALLEAU WEALTH ADVISORS, INC. is a Skokie, Illinois based Financial Planning firm with nearly $495,663,683 assets under management, offering retirement planning & investment advisory services to 635 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	117527
SEC#	801-62920
Assets Managed by Firm	$495,663,683
No. of Clients	635
No. of Advisors	8

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	635	$495,663,683
Individuals (other than high net worth individuals)	92	$28,731,337
High net worth individuals	124	$461,928,353
Pension and profit sharing plans	3	$4,745,419
Charitable organizations	2	$258,574

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