SHANKERVALLEAU WEALTH ADVISORS, INC. of SKOKIE, IL is an SEC-registered investment adviser (CRD 117527). Regulatory assets under management: $645.3M.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| John David Valleau | PRESIDENT/CHIEF COMPLIANCE OFFICER; TRUSTEE | — |
| VALLEAU JOHN DAVID | PRESIDENT/CHIEF COMPLIANCE OFFICER; SHAREHOLDER; SHAREHOLDER/CCO (+2 more) | — |
| SHANKER LAWRENCE | SHAREHOLDER | — |
| SHANKER LAWRENCE H | SHAREHOLDER | — |