Shannon Advisors LLC
Firm details
- Headquarters
- Lake Forest, Illinois
- CRD number
- 150305
- Registered since
- October 9, 2009
Firm profile
FINTRXOverview
Shannon Advisors LLC is set up as a limited liability company and has been SEC‑registered since 2009. FINTRX characterizes the ownership as a mix of a domestic entity and an individual. The firm is listed as unclassified in the dataset and does not report roles such as capital allocator, pension consultant, related adviser, or multi‑state adviser. FINTRX also indicates the firm is not identified as an active ESG investor and is not newly formed. Public disclosures in the source are sparse: the firm did not provide details on its advisory activities, client base, fee structure, or specific business lines in the available record. That limited disclosure constrains any assessment of target clients, investment approach, or service offerings.
Assets & Accounts
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
Similar firms
Bridge Alternatives Securities, LLC
Broker-DealerLake Forest, IL
Lenox Financial Services, Inc.
Broker-DealerNew Lenox, IL
Dash Prime LLC
Broker-DealerChicago, IL
Starshak Winzenburg & Co
Broker-DealerChicago, IL
Geneva Stock, L.L.C.
Broker-DealerGurnee, IL
Great Point Capital LLC
Broker-DealerChicago, IL