SHANNON ADVISORS LLC
Firm details
- Headquarters
- LAKE FOREST, Illinois
- CRD number
- 150305
- Registered since
- October 9, 2009
Firm profile
FINTRXOverview
Shannon Advisors LLC is organized as a limited liability company and has been SEC-registered since 2009. FINTRX identifies the owner type as a combination of a domestic entity and an individual and classifies the firm as "unclassified." The profile flags the adviser as not a capital allocator, not an active ESG investor, not a pension consultant, and not a related adviser. The available record does not include descriptive business or advisory activities, fee arrangements, or a stated client base, so public-facing detail about the firm's target client segments and service model is limited.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1BRIAN OGARA
CEOCRD 2640600
Contacts
2 of 2DAVID SULLIVAN
Managing Director & PartnerCRD 2532522
KEVIN MCGRATH
Managing DirectorCRD 2950412
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LAKE FOREST, IL
LAKE
Location
LAKE FOREST, IL
Headquartered in LAKE FOREST, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- LAKE
- Address
- 272 E Deerpath
- Time zone
- CT (UTC-6)
- Office locations
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