Shamrock Asset Management LLC
Legal Name: SHAMROCK ASSET MANAGEMENT LLC
Full Contact Details
Shamrock Asset Management LLC
14643 DALLAS PARKWAY, SUITE 570, DALLAS, TX
214-265-9400
214-265-9494
Other Info
Shamrock Asset Management LLC, a Texas-based Limited Liability Company, employs four advisors among its team of five professionals. Though the number of clients served is unknown, the SEC recognizes the firm as Approved, with its registration dating back to July 9, 1997.
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Home About Who We Are What We Do Why Shamrock Meet The Team Process Strategies News & Commentary Contact Client Login Select Page Shamrock Asset Management Dedicated investment professionals driven by a disciplined investment process.We believe volatile markets require dynamic strategies. Free Risk …
Direct Owners
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CORD ANTHONY ADAMS
MANAGING DIRECTOR & CHIEF MARKETING OFFICER owns less than 5%
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EDWARD MERLIN FJORDBAK
CHIEF COMPLIANCE OFFICER owns less than 5%
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JAMES WILLIAM LEWIS
OWNER owns more than 25% but less than 50%
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KEVIN LEE CALDWELL
MANAGING DIRECTOR, CEO & CHIEF INVESTMENT OFFICER owns more than 10% but less than 25%
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THOMAS CARROLL GOYNE
MANAGING DIRECTOR MEMBER OF BOARD OF MANAGERS owns more than 25% but less than 50%
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GEOMETRY GROUP, INC.
OWNER owns more than 25% but less than 50%
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KYLE MICHAEL KOCH
CHIEF COMPLIANCE OFFICER owns less than 5%
Firms Located Nearby
Top 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