SHAMROCK FINANCIAL SERVICES

Overview

Shamrock Financial Services is an independent, individual-owned registered investment adviser operating as a limited liability company that serves individual and family clients. The firm’s stated business mix centers on financial planning, portfolio management for individuals and small businesses, selection of outside advisers, and educational seminars or workshops. Fee billing is on a percentage-of-AUM basis, and the firm acts as a capital allocator, sourcing third-party managers and funds to fill client portfolios. Investment posture is equity‑focused: the majority of client assets are held in exchange‑traded equities, with the firm supplementing core equity exposure through mutual funds and annuities and allocating to third‑party alternative managers for hedge funds, real estate, and private credit. The firm does not identify as an active ESG investor and is not listed as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices