$14.4M Total AUM
$14.4M Disc. AUM
-- 3Y CAGR
1 Employees
30 ADV. Clients
11 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-22-2015
- Office Locations
- 1
Office Locations
-- Falmouth MA
About Shannon Investment Management
Shannon Investment Management is a fee-only, fiduciary RIA in Falmouth, MA that builds customized, low-fee portfolios aligned to client risk tolerances and goals, with an emphasis on demystifying markets and return expectations. Public profile data indicates ETF-heavy implementation, with custody including Interactive Brokers—useful context for ETF and managed-account distribution.
Team overview
-- AVG AGE
$14.4M AVG AUM / ADVISOR
$481.1K AVG AUM / CLIENT
11.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
J
JAMES EDWARD SHANNON
Advisor, Chief Compliance Officer, President
- CRD
- #6111270
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,432,286 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,432,286 | -- |
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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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