Shannon Advisors LLC

Broker-DealerFINRA Member
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 is listed as owned by a domestic entity and an individual. The firm’s internal snapshot classifies it as “unclassified” and does not identify the business as a capital allocator. The provided profile also indicates the firm does not self-identify as an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The firm has supplied very limited public detail about its advisory activities, client types, fee arrangements, or investment preferences, so there is little available information on how it positions itself in the marketplace or the strategies it pursues.

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth