Shannon Advisors LLC
Firm details
- Headquarters
- Lake Forest, Illinois
- CRD number
- 150305
- Registered since
- October 9, 2009
Firm profile
FINTRXOverview
Shannon Advisors LLC is a limited liability company that has been registered with the SEC since 2009. The firm’s ownership is listed as a mix of a domestic entity and an individual, and it is categorized as unclassified in the available records. The firm does not present itself as a capital allocator and is not identified as an active ESG investor. Other standard practice designations—pension consultant, related adviser, and multi-state adviser—are marked as not applicable in the snapshot information provided.
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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