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 lists the owner type as a mix of a domestic entity and an individual; the firm is classified as unclassified in the snapshot data. The record indicates Shannon Advisors does not operate as a capital allocator, does not self-identify as an active ESG investor, and is not designated as a pension consultant or related adviser. It is also marked as not a newly formed adviser. FINTRX’s profile contains limited detail about the firm’s specific advisory or business activities and does not include a client-type breakdown. The available data is confined to registration and structural attributes rather than an operational description of investment strategy or service lines.
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
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