SHAMROCK FINANCIAL SERVICES

SHAMROCK FINANCIAL SERVICES of WOODCLIFF LAKE, NJ is an SEC-registered investment adviser (CRD 151857). Regulatory assets under management: $26.6M.

Registration

• CRD: 151857
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 151857 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search