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SHEPHERD KAPLAN LLC
Tel: 617-896-1600
53 State Street 23rd Floor
Boston, Massachusetts 02109-2820
SHEPHERD KAPLAN LLC
SHEPHERD KAPLAN LLC is a Boston, Massachusetts based financial advisory firm with nearly $8,617,780,105 in assets under management and provides investment advisory services for 1330 clients. There are currently 43 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors
Fee Structure:
Other (A % OF REVENUE COLLECTED FOR SUB-ADVISORY SERVICE
Firm CRD#:
128244
SEC#:
801-62349
No. of Clients:
1330
Assets under Management
$8,617,780,105
No. of Advisors:
43
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