RIA Intel›Advisers›New Jersey›SHAMROCK FINANCIAL SERVICES

SHAMROCK FINANCIAL SERVICES

Advisory

WOODCLIFF LAKE, NJ

Data as of Mar 24, 2026 · Source: SEC Form ADV

Average account

$120K

across 221 accounts

AUM per adviser

$13M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 24, 2026.

Total AUM

$27M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$27M

Discretionary AUM$27M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients109

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndJanuary

Operates InNC, NJ, NY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

109 clients

10 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in NJ

Closest by assets under management. All figures from Form ADV.

AJAA INVESTMENT ADVISORS, LLC

$27M

ASCENT CAPITAL MANAGEMENT, INC.

$26M

CLEARWATER CAPITAL MANAGEMENT I, LLC

$26M

$27M

MOLOTSKY TAX ADVISORY GROUP, LLC

$27M

RUBICON QUANTITATIVE FUND MANAGEMENT LP

$26M

Get the full picture on SHAMROCK FINANCIAL SERVICES

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track SHAMROCK FINANCIAL SERVICES and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans