Shannon Advisors LLC

Broker-DealerFINRA MemberEst. 2009
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Lake Forest, Illinois
CRD number
150305
Registered since
October 9, 2009

Firm profile

FINTRX

Overview

Shannon Advisors LLC is organized as a limited liability company and has been SEC-registered since 2009. The firm is listed as a domestic entity with individual ownership and is classified in the dataset as "unclassified." According to the FINTRX snapshot, Shannon Advisors is not identified as a capital allocator, an active ESG investor, a pension consultant, a related adviser, or a multi-state adviser. The available profile does not include detail on the firm's advisory services, client segments, fee schedules, or investment mandates. The dataset also does not provide manager allocation preferences or stated areas of investment emphasis.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Brian Ogara

    CEOCRD 2640600

Contacts

2 of 2
  • David Sullivan

    Managing Director & PartnerCRD 2532522

  • Kevin Mcgrath

    Managing DirectorCRD 2950412

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth