Adviser Profile
| As of Date | 04/02/2025 |
| Registration status | Registration Changed to SHANKLAND FINANCIAL ADVISORS, LLC |
| ADV Location | HENDERSONVILLE, NC, United States |
| Contact Info | 217 xxxxxxx |
| Websites |
| AUM* | 118,257,401 3% |
| of that, discretionary | 118,257,401 3% |
| Number of Employees | 6 |
| of those in investment advisory functions | 5 |
| Private Fund GAV* | 0 |
| Avg Account Size | 253,228 13% |
| % High Net Worth | 11.78% -1% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds