Shamrock Asset Management LLC
Shamrock Asset Management LLC (CRD# 108125) is a financial advisory firm headquartered in Dallas, TX. They manage $177,435,982 in 413 accounts and serve the financial needs of clients across 10 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management177MILLION
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Total Number of Accounts413ACCOUNTS
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Average Account Value$429,627
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, CO, FL, LA, MI, NC, NM, OH, TX
Financial Advisors at Shamrock Asset Management LLC
No Advisor Found.
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