Shamrock Financial Services

Overview

Shamrock Financial Services is an independent, individually owned registered investment adviser organized as an LLC that serves individual and family clients on a fee basis (percentage of AUM). The firm positions itself as a capital allocator: it provides financial planning and portfolio management for individuals and small businesses, selects third‑party advisers and managers on behalf of clients, and runs educational seminars and workshops. Its services emphasize discretionary portfolio management and manager selection rather than institutional pension consulting or ESG-focused investing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices