SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC

111 Congressional Blvd.,
Suite 100
Carmel, Indiana 46032
Tel: 317-975-5033

About SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC

SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC, formally registered with the SEC as SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC. The firm was established in 11/14/2017. They have over 5 offices throughout the country.

SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC is a Carmel, Indiana based Financial Planning firm with nearly $4,946,760,100 assets under management, offering retirement planning & investment advisory services to 2231 clients. The firm is staffed with 42 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	288623
SEC#	801-112009
Assets Managed by Firm	$4,946,760,100
No. of Clients	2231
No. of Advisors	42

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	2231	$4,946,760,100
Individuals (other than high net worth individuals)	650	$129,900,567
High net worth individuals	167	$354,154,587
Pension and profit sharing plans	274	$4,462,704,946

More Retirement Planning firms in Carmel, Indiana:

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40/86 ADVISORS, INC. 11299 Illinois Street, Suite 200 Carmel, IN, 46032	$26,678,534,447	15	78
ONEAMERICA ASSET MANAGEMENT, LLC One American Square Indianapolis, IN, 46206	$25,872,395,406	10	37
SANCTUARY ADVISORS, LLC 3815 River Crossing Pkwy, Suite 200 Indianapolis, IN, 46240	$22,024,300,000	49099	643
OXFORD FINANCIAL GROUP, LTD 11711 North Meridian Street, Suite 600 Carmel, IN, 46032	$18,201,054,484	6270	150
SAPIENT CAPITAL LLC 401 Pennsylvania Pkwy, Suite 100 Indianapolis, IN, 46280	$11,439,805,300	5947	56

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