Unclaimed Profile

Cord Anthony Adams

SHAMROCK ASSET MANAGEMENT LLC·DALLAS, Texas

SHAMROCK ASSET MANAGEMENT LLC

14643 DALLAS PARKWAY, DALLAS, TX 75254-8857CRD# 2898996Firm CRD# 108125

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Cord Anthony Adams · DALLAS, TX

Registration

CRD #2898996 · SHAMROCK ASSET MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

3 disclosures on file · See FINRA BrokerCheck for full record

About

Cord Anthony Adams is a registered financial advisor based in DALLAS, Texas, affiliated with SHAMROCK ASSET MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Introduction

Speak with Cord

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Cord is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

SHAMROCK ASSET MANAGEMENT LLC

AUM

$177M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SHAMROCK ASSET MANAGEMENT LLC →

Services

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2898996

Firm CRD# 108125

View on FINRA BrokerCheck →

Looking for a financial advisor in DALLAS?

Browse all registered financial advisors in DALLAS, Texas or claim this profile if it's yours.

Browse DALLAS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Cord Anthony Adams offer?

Cord Anthony Adams specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in DALLAS, Texas for a consultation.

What are Cord Anthony Adams's credentials?

Cord Anthony Adams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Cord Anthony Adams located?

Cord Anthony Adams is based in DALLAS, Texas, working with SHAMROCK ASSET MANAGEMENT LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does Cord Anthony Adams charge for services?

Cord Anthony Adams's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SHAMROCK ASSET MANAGEMENT LLC?

SHAMROCK ASSET MANAGEMENT LLC has approximately 5 employees and manages $177M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →