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RIA · CRD 117527SEC-Registered

Updated:

ShankerValleau Wealth Advisors

ShankerValleau Wealth Advisors is an SEC-registered investment adviser in Skokie, IL, registered since 2004. The firm manages $645 million in assets, with...

Overview

ShankerValleau Wealth Advisors is an SEC-registered investment adviser in Skokie, IL, registered since 2004. The firm manages $645 million in assets, with $643 million on a discretionary basis. It has 8 employees and 6 investment advisers.

General information

Firm type

RIA

Year founded

2004

Location

Region

North America

Country

United States

City

Skokie

Corporate office

Skokie, IL, United States

Principals

Richard Shanker

Principal

Michael Valleau

Principal

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