1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2SHAMROCK ASSET MANAGEMENT LLC

Map pinDALLAS, TX
Phone214-265-9400
NotebookSEC #801-54702
Total AUM
$177.4M
Employees
5
Clients
217

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
14643 DALLAS PARKWAY
SUITE 570
DALLAS
TX 75254-8857
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
214-265-9400

ReceiptFinancials

Total AUM
$177.4M
Accounts
413
Discretionary
$177.4M
Accounts
413
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
108
AUM
$53.2M
HNW Individual Clients
109
AUM
$124.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AZCACOFLLAMINCNMOHTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account