CRD: 151857
Shamrock Financial Services
$26.6M Total AUM
$26.6M Disc. AUM
-- 3Y CAGR
3 Employees
166 ADV. Clients
16 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-12-2009
- Office Locations
- 1
Office Locations
50 Tice Blvd Woodcliff Lake NJ
About Shamrock Financial Services
Shamrock Financial Services is a NJ-based RIA focused on retirement planning and retirement income strategies, including tax-efficient distribution planning. The firm runs educational workshops and offers specialized planning for federal employees navigating complex benefits. Portfolios are built primarily with ETFs, and the practice custodies with Schwab and Fidelity.
Team overview
-- AVG AGE
$13.3M AVG AUM / ADVISOR
$160.3K AVG AUM / CLIENT
4.4 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
16yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
J
JAMES THOMAS CAULFIELD
Chief Compliance Officer, President
- CRD
- #2364632
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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S
SHANNON L BLANCHARD
Financial Advisor, General Partner
- CRD
- #7817914
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,614,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $26,614,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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