Overview
Assets Under Management: $218 million
Headquarters: DALLAS, TX
High-Net-Worth Clients: 131
Average Client Assets: $0.5 million
Frequently Asked Questions
SHAMROCK ASSET MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #108125), SHAMROCK ASSET MANAGEMENT LLC is subject to fiduciary duty under federal law.
SHAMROCK ASSET MANAGEMENT LLC is headquartered in DALLAS, TX.
SHAMROCK ASSET MANAGEMENT LLC serves 131 high-net-worth clients according to their SEC filing dated May 17, 2018. View client details ↓
According to their SEC Form ADV, SHAMROCK ASSET MANAGEMENT LLC offers portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
SHAMROCK ASSET MANAGEMENT LLC manages $218 million in client assets according to their SEC filing dated May 17, 2018.
According to their SEC Form ADV, SHAMROCK ASSET MANAGEMENT LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 131
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 30.00%
Average Client Assets: $0.5 million
Total Client Accounts: 475
Discretionary Accounts: 475
Regulatory Filings
CRD Number: 108125
Filing ID: 1218660
Last Filing Date: 2018-05-17 12:20:00