Shamrock Financial Services
Shamrock Financial Services (CRD# 151857) is a financial advisory firm headquartered in Woodcliff Lake, NJ. They manage $32,241,900 in 197 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management32MILLION
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Total Number of Accounts197ACCOUNTS
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Average Account Value$163,664
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NJ, NY
Financial Advisors at Shamrock Financial Services
1
James Caulfield (CRD# 2364632) is an Investment Advisor Representative working at Shamrock Financial Services in Woodcliff Lake, NJ and has over 30 years of experience in the finance industry.
2
Shannon Blanchard (CRD# 7817914) is an Investment Advisor Representative working at Shamrock Financial Services in Woodcliff Lake, NJ and has 1 year of experience in the finance industry.
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