SHEPHERD KAPLAN LLC

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

About SHEPHERD KAPLAN LLC

SHEPHERD KAPLAN LLC, formally registered with the SEC as SHEPHERD KAPLAN LLC. The firm was established in 10/20/2003. They have over 1 offices throughout the country.

SHEPHERD KAPLAN LLC is a Boston, Massachusetts based Financial Planning firm with nearly $8,617,780,105 assets under management, offering retirement planning & investment advisory services to 1330 clients. The firm is staffed with 43 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	128244
SEC#	801-62349
Assets Managed by Firm	$8,617,780,105
No. of Clients	1330
No. of Advisors	43

Fee Structure

Other (A % OF REVENUE COLLECTED FOR SUB-ADVISORY SERVICES)

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	1330	$8,617,780,105
Other investment advisers	Fewer than 5 clients	$8,617,780,105

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