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 identifies the owner type as a combination of a domestic entity and an individual and classifies the firm as "unclassified." The profile flags the adviser as not a capital allocator, not an active ESG investor, not a pension consultant, and not a related adviser. The available record does not include descriptive business or advisory activities, fee arrangements, or a stated client base, so public-facing detail about the firm's target client segments and service model is limited.

Assets & Accounts

Investments & Alternatives

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