Shankervalleau Wealth Advisors, Inc.
Firm details
- Headquarters
- Skokie, Illinois
- CRD number
- 117527
- Registered since
- March 26, 2004
- Website
- www.shankervalleau.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI95.05%
- Individuals3.31%
- Charitable Organizations1.22%
- Pension & Profit Sharing Plans0.42%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Shankervalleau Wealth Advisors, Inc. is an independent, SEC-registered advisory corporation (registered in 2004) that serves individual and family clients as well as institutional clients. The firm is owned by a combination of a domestic entity and an individual and operates on a percentage-of-AUM fee model. Core advisory services listed include financial planning and portfolio management for individuals, small businesses, and business or institutional clients. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not position itself as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities59%
- Public Funds/Mutual Funds40%
- Cash & Cash Equivalents1%
Contacts
3 of 5
Adam Kinsinger
Associate Financial PlannerCRD 7833196
Janice Hennessy
Financial PlannerCRD 6418408
Kathleen Valleau
Financial PlannerCRD 7230032
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 18Active vs passive
$318M in ETFs
16%
$51.9M
84%
$267M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $97.5M | 2,197,279 | 30.61% |
Location
Skokie, IL
Cook
Location
Skokie, IL
Headquartered in Skokie, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 5215 Old Orchard Rd
- Time zone
- CT (UTC-6)
- Office locations
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