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. 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
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
Insight Securities, Inc.
Broker-DealerHighland Park, IL
Hightower Securities, LLC
Broker-DealerChicago, IL
Simplex Trading, LLC
Broker-DealerChicago, IL
Lakeshore Securities, L.P.
Broker-DealerChicago, IL
Phillip Capital Inc.
Broker-DealerChicago, IL