Shamrock Asset Management is an investment advisor in Dallas with $177.44 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
752703322
SEC advisor number
801-54702
FINRA CRD number
108125
AUM ?
$177.44 mm
(as of 20 Aug 19)
Accounts
413
(as of 20 Aug 19)
Employees
5
(4 investment advisory or research)
Address
Shamrock Asset Management
14643 DALLAS PARKWAY, SUITE 570
DALLAS
TX 75254
14643 DALLAS PARKWAY, SUITE 570
DALLAS
TX 75254
Phone
214-265-9400
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Nov 19
13F-HR
Quarterly holdings report by institutional manager
9 Aug 19
13F-HR
Quarterly holdings report by institutional manager
1 May 19
13F-HR
Quarterly holdings report by institutional manager
8 Feb 19
13F-HR
Quarterly holdings report by institutional manager
23 Oct 18
13F-HR
Quarterly holdings report by institutional manager
10 Jul 18
13F-HR
Quarterly holdings report by institutional manager
29 May 18
13F-HR
Quarterly holdings report by institutional manager
22 Jan 18
13F-HR
Quarterly holdings report by institutional manager
9 Nov 17
13F-HR
Quarterly holdings report by institutional manager
14 Aug 17