Shannon Investment Management

Shannon Investment Management (CRD# 174100) is a financial advisory firm headquartered in , . They manage $2,834,066 in 10 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $283,407
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Shannon Investment Management
Showing 1 - 1 of 1 top financial advisors.
1
James E. Shannon
CRD#: 6111270
Medfield, MA
93
Wealthminder
score

James Shannon (CRD# 6111270) is an Investment Advisor Representative working at Shannon Investment Management in Medfield, MA and has over 4 years of experience in the finance industry.

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