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Shamrock Advisory Group Employee Directory

Investment ManagementCalifornia, United States2-10 Employees

Shamrock Advisory Group is an investment consulting firm based in Pasadena, California. It concentrates on serving insurance companies and high net worth individuals, with the principals bringing more than forty years of portfolio design and management experience.

It maintains a small team to deliver tailored advisory services to its clients. In 2022, Shamrock Advisory Group launched the MPA network, establishing an Expert Advisory Group to provide independent advice on expanding Ireland's MPA network. The firm operates within the investment management industry, focusing on specialized advisory work for its niche clientele.

Find Shamrock Advisory Group employees' phone numbers or email addresses

Shamrock Advisory Group Global Highlights

Location
Employees

North America
1

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  • United States Of America
    1

Shamrock Advisory Group's Leadership

  • Stylized image of a person
    J. C.
    President
    Phone icon
    Mobile Phone

Shamrock Advisory Group Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Banking
  • Other

Contact profiles from Shamrock Advisory Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. C.
    President
    Phone icon
    Mobile Phone
    United StatesMichigan
    May 22, 2024

Frequently Asked Questions

What is Shamrock Advisory Group known for?

Minus sign iconPlus sign iconShamrock Advisory Group operates in the Investment Management industry. Explore Shamrock Advisory Group's company overview page for more information.

What is Shamrock Advisory Group's most common email format?

Minus sign iconPlus sign iconShamrock Advisory Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Shamrock Advisory Group email formats with LeadIQ.

How many employees does Shamrock Advisory Group have currently?

Minus sign iconPlus sign iconShamrock Advisory Group has approximately 3 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Shamrock Advisory Group's key employees and leadership?

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As of July 2026, Shamrock Advisory Group's key employees include:

  • President: J. C.

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