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Edward Merlin Fjordbak

SHAMROCK ASSET MANAGEMENT LLC·DALLAS, Texas
SHAMROCK ASSET MANAGEMENT LLC
14643 DALLAS PARKWAY, DALLAS, TX 75254-8857CRD# 6173405Firm CRD# 108125

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Edward Merlin Fjordbak · DALLAS, TX
Registration
CRD #6173405 · SHAMROCK ASSET MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
3 disclosures on file · See FINRA BrokerCheck for full record
01

About

Edward Merlin Fjordbak 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.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
SHAMROCK ASSET MANAGEMENT LLC
SHAMROCK ASSET MANAGEMENT LLC
AUM
$177M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at SHAMROCK ASSET MANAGEMENT LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6173405
Firm CRD# 108125
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Edward Merlin Fjordbak offer?
Edward Merlin Fjordbak specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in DALLAS, Texas for a consultation.
What are Edward Merlin Fjordbak's credentials?
Edward Merlin Fjordbak is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Edward Merlin Fjordbak located?
Edward Merlin Fjordbak 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 Edward Merlin Fjordbak charge for services?
Edward Merlin Fjordbak'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.
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Other Advisors at SHAMROCK ASSET MANAGEMENT LLC

Kevin Lee Caldwell
DALLAS, TX
Thomas Carroll Goyne
DALLAS, TX
James William Lewis
DALLAS, TX
Cord Anthony Adams
DALLAS, TX

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