SHAMROCK ASSET MANAGEMENT LLC

DALLAS, Texas·5 registered advisors·CRD# 108125
SEC# 801-547020214-265-9400
01

Firm Overview

AUM
$177M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
03

Specialties

Investment ManagementWealth ManagementFee-Only Advisory
04

Advisors at SHAMROCK ASSET MANAGEMENT LLC

5 registered advisors
Cord Anthony Adams
DALLAS, Texas
Edward Merlin Fjordbak
DALLAS, Texas
James William Lewis
DALLAS, Texas
Kevin Lee Caldwell
DALLAS, Texas
Thomas Carroll Goyne
DALLAS, Texas
05

Office Locations

DALLAS, Texas
5 advisors

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Data sourced from SEC Form ADV filings. SHAMROCK ASSET MANAGEMENT LLC (CRD# 108125) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.