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SHEPHERD FINANCIAL PARTNERS, LLC

Tel: (781) 756-1804
1004 Main Street
Winchester, Massachusetts  1890

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SHEPHERD FINANCIAL PARTNERS, LLC

SHEPHERD FINANCIAL PARTNERS, LLC is a Winchester, Massachusetts based financial advisory firm with nearly $798,565,123 in assets under management and provides investment advisory services for 658 clients. There are currently 23 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial Planning , Portfolio Management for Individuals , Portfolio Management for Business , Pension Consulting Services

Fee Structure:

A Percentage of AUM, Hourly charges, Fixed Fees

Firm CRD#:

169093

SEC#:

801-106533

No. of Clients:

658

Assets under Management

$798,565,123

No. of Advisors:

23

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