SHEPHERD FINANCIAL PARTNERS, LLC

1004 Main Street
Winchester, Massachusetts 01890
Tel: (781) 756-1804

About SHEPHERD FINANCIAL PARTNERS, LLC

SHEPHERD FINANCIAL PARTNERS, LLC, formally registered with the SEC as SHEPHERD FINANCIAL PARTNERS, LLC. The firm was established in 08/24/2015. They have over 4 offices throughout the country.

SHEPHERD FINANCIAL PARTNERS, LLC is a Winchester, Massachusetts based Financial Planning firm with nearly $975,440,323 assets under management, offering retirement planning & investment advisory services to 696 clients. The firm is staffed with 23 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	169093
SEC#	801-106533
Assets Managed by Firm	$975,440,323
No. of Clients	696
No. of Advisors	23

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	696	$975,440,323
Individuals (other than high net worth individuals)	391	$97,217,755
High net worth individuals	274	$775,651,321
Pension and profit sharing plans	9	$32,804,737
Charitable organizations	7	$4,896,989
Corporations or other businesses	13	$64,869,521

More Retirement Planning firms in Winchester, Massachusetts:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CAPITAL RESEARCH AND MANAGEMENT COMPANY 333 S Hope Street, 55th Floor Los Angeles, CA, 90071-1406	$3,315,358,763,219	22262	1384
BLACKROCK FUND ADVISORS 400 Howard Street San Francisco, CA, 94105	$3,047,294,350,591	522	700
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

Explore More Retirement Advisors in Winchester, Massachusetts

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.