SHEPHERD KAPLAN KROCHUK, LLC

53 State Street
23rd Floor
Boston, Massachusetts 02109-2820
Tel: 617-896-1600

About SHEPHERD KAPLAN KROCHUK, LLC

SHEPHERD KAPLAN KROCHUK, LLC, formally registered with the SEC as SHEPHERD KAPLAN KROCHUK, LLC. The firm was established in 08/20/2003. They have over 1 offices throughout the country.

SHEPHERD KAPLAN KROCHUK, LLC is a Boston, Massachusetts based Financial Planning firm with nearly $8,905,692,748 assets under management, offering retirement planning & investment advisory services to 1330 clients. The firm is staffed with 38 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	127304
SEC#	801-62286
Assets Managed by Firm	$8,905,692,748
No. of Clients	1330
No. of Advisors	38

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1330	$8,905,692,748
Individuals (other than high net worth individuals)	11	$4,003,499
High net worth individuals	73	$1,349,669,777
Pension and profit sharing plans	19	$6,310,798,203
Charitable organizations	23	$189,270,376
Corporations or other businesses	44	$447,275,142

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