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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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