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 set up as a limited liability company and has been SEC‑registered since 2009. FINTRX characterizes the ownership as a mix of a domestic entity and an individual. The firm is listed as unclassified in the dataset and does not report roles such as capital allocator, pension consultant, related adviser, or multi‑state adviser. FINTRX also indicates the firm is not identified as an active ESG investor and is not newly formed. Public disclosures in the source are sparse: the firm did not provide details on its advisory activities, client base, fee structure, or specific business lines in the available record. That limited disclosure constrains any assessment of target clients, investment approach, or service offerings.

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