Shamrock Asset Management LLC

Shamrock Asset Management LLC, una compañía de responsabilidad limitada con sede en Texas, emplea a cuatro asesores entre su equipo de cinco profesionales. Aunque se desconoce el número de clientes atendidos, la SEC reconoce a la empresa como Aprobada, con su registro que data del 9 de julio de 1997.

• CORD ANTHONY ADAMS

  MANAGING DIRECTOR & CHIEF MARKETING OFFICER posee menos de 5%

• EDWARD MERLIN FJORDBAK

  CHIEF COMPLIANCE OFFICER posee menos de 5%

• JAMES WILLIAM LEWIS

  OWNER posee más del 25% pero menos del 50%

• KEVIN LEE CALDWELL

  MANAGING DIRECTOR, CEO & CHIEF INVESTMENT OFFICER posee más del 10% pero menos del 25%

• THOMAS CARROLL GOYNE

  MANAGING DIRECTOR MEMBER OF BOARD OF MANAGERS posee más del 25% pero menos del 50%

• GEOMETRY GROUP, INC.

  OWNER posee más del 25% pero menos del 50%

• KYLE MICHAEL KOCH

  CHIEF COMPLIANCE OFFICER posee menos de 5%

• Carson Management Company LLC
• Coppell Advisory Solutions LLC
• RR Advisors LLC
• Ranger Advisors LP
• Fluent Financial LLC
• LEE Financial Company LLC
• Tolleson Private Wealth Management LP
• Frontier Investment Management Co
• LD LOWE Wealth Advisory Inc
• Trigate Management LLC

• Portfolio Changes: A Look at Shamrock Asset Management LLC's Q2 2019 vs. Q3 2019 Holdings

• FIRST TR EXCHANGE TRADED FD $7,673k
• FIRST TR EXCHANGE TRADED FD $6,611k
• FIRST TR EXCHANGE TRADED FD $6,434k
• FIRST TR EXCHANGE TRADED FD $3,223k
• HOME DEPOT INC $2,230k
• FIRST TR EXCHANGE TRADED FD $2,024k
• Chevron Corp $1,635k
• DISNEY WALT CO $1,533k
• AT&T INC $1,285k
• ConocoPhillips $1,221k