|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Shankland Financial Advisors LLC
✚
|
|
|---|---|
| CRD # | 139562 |
| SEC # | 801-130545 |
| CIK # | |
| AUM | $123.7 M (2025-06-06) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 828-672-0003 |
| Address | 558 Fleming Street Hendersonville, NC 28739 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 677 | 53.4 |
| (b) Individuals (high net worth individuals) | 59 | 70.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 736 | 123.7 |
| By Discretionary | ||
| Discretionary | 736 | 123.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 736 | 123.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 123.7 | |
| Total | 736 | 123.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Schmitz Capital Partners LLC
✚
|
CA | 0.1 |
|
Metanoia Financial LLC
✚
|
0.1 | |
|
Longview Wealth Management LLC
✚
|
0.1 | |
|
Righthand Capital LLC
✚
|
MA | 0.1 |
|
Harger and Company Inc
✚
|
LA | 0.1 |
|
River's Edge Wealth Management LLC
✚
|
PA | 0.1 |
|
Bosman Wealth Management LLC
✚
|
CA | 0.1 |
|
Walsky Investment Management Inc
✚
|
PA | 0.1 |
|
Summit Financial Consulting LLC
✚
|
MI | 0.1 |
|
Sherman Wealth Management LLC
✚
|
MD | 0.1 |