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FIRM PROFILE
Overview
SHANNON ADVISORS LLC is located at 272 E. Deerpath Road Suite 254, Lake Forest, IL 60045-5328 and was first established at Chicago, Delaware in 03/11/2009. After operating for 17 years, SHANNON ADVISORS LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of SHANNON ADVISORS LLC’s clients are individuals and 0% of their clients are high net worth individuals. SHANNON ADVISORS LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at SHANNON ADVISORS LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access SHANNON ADVISORS LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at SHANNON ADVISORS LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
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Total Client Assets:
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FIRM INFORMATION
272 E. Deerpath Road Suite 254, Lake Forest, IL 60045-5328
272 E. Deerpath Road Suite 254, Lake Forest, IL 60045-5328
Small
(847) 739-3208
Delaware since 03/11/2009
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| SHANNON ADVISORS LP | MEMBER | ||
| OGARA, BRIAN TIMOTHY | CHIEF EXECUTIVE OFFICER, EXECUTIVE REP., CHIEF COMPLIANCE OFFICER, PRINCIPAL FINANCIAL OFFICER & PRINCIPAL OPERATIONS OFFICER | 2640600 |
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Advisor's working at SHANNON ADVISORS LLC
Brian Timothy Ogara
David Christopher Sullivan
Kevin Dennis Mcgrath
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