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SHAMROCK FINANCIAL SERVICES
CRD 151857
50 TICE BLVD., #340, WOODCLIFF LAKE, NJ, 07677, United States
Phone
201-250-1148
Fax
201-373-2224
Registration
— (—)
Source
State registered
Total AUM
$26.6M
Discretionary AUM
$26.6M
Team
3 total employees; 2 advisory reps; 57 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 99 | $12.5M |
| High net worth individuals | 10 | $14.2M |
All web addresses on file
Official SEC filing: View on IAPD