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 registered investment adviser that provides portfolio management and financial planning to individuals, families and institutional clients. The firm is SEC-registered (registration year 2004) and charges fees based on a percentage of assets under management. Its advisory services explicitly include financial planning and portfolio management for individuals/small businesses as well as for businesses or institutions. The firm is not characterized as a capital allocator and is not identified as an active ESG investor.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 21Active vs passive
$319M in ETFs
17%
$52.9M
83%
$266M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $96.1M | 2,163,045 | 30.17% |
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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