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 2 offices throughout the country.

SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC is a Carmel, Indiana based Financial Planning firm with nearly $3,184,317,975 assets under management, offering retirement planning & investment advisory services to 1319 clients. The firm is staffed with 29 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	288623
SEC#	801-112009
Assets Managed by Firm	$3,184,317,975
No. of Clients	1319
No. of Advisors	29

Fee Structure

A Percentage of AUM
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Pension Consulting Services

Firm Client Information

	No. of Clients	AUM
Firm Total	1319	$3,184,317,975
Individuals (other than high net worth individuals)	437	$73,049,918
High net worth individuals	65	$119,115,783
Pension and profit sharing plans	226	$2,992,152,274

Inquire with SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC

More Retirement Planning firms in Carmel, Indiana:

Firm Name	Assets Under Management	Total Clients	Total Advisors
LINCOLN FINANCIAL ADVISORS CORPORATION 1301 South Harrison Street Fort Wayne, IN, 46802	$32,602,597,413	98199	1690
40/86 ADVISORS, INC. 535 N. College Drive Carmel, IN, 46032	$24,468,049,188	15	77
ONEAMERICA ASSET MANAGEMENT, LLC One American Square Indianapolis, IN, 46206	$23,853,429,616	10	37
SANCTUARY ADVISORS, LLC 3815 River Crossing Pkwy, Suite 200 Indianapolis, IN, 46240	$16,220,200,000	38933	560
OXFORD FINANCIAL GROUP, LTD 11711 North Meridian Street, Suite 600 Carmel, IN, 46032	$15,587,908,593	5947	159

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