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. 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

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