# SHAMROCK FINANCIAL SERVICES

SHAMROCK FINANCIAL SERVICES of WOODCLIFF LAKE, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 151857
- Type: SEC-registered investment adviser
- Location: 50 TICE BLVD., WOODCLIFF LAKE, NJ, 07677
- Phone: 201-250-1148
- Latest filing: 2026-03-24
- Regulatory AUM: $26.6M
- Discretionary AUM: $26.6M
- Clients: 3
- Accounts: 221

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/151857/brochure
- Similar advisers: https://search.stillhousedata.com/firm/151857/similar
- Related entities: https://search.stillhousedata.com/firm/151857/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/151857

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.