Sign in
Create a free account
SHEPHERD FINANCIAL PARTNERS, LLC
WINCHESTER, MA
(781) 756-1804
SEC #801-106533Total AUM
$1.4B
Employees
24Clients
767Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1004 MAIN STREET
WINCHESTER
MA 01890
United States
WINCHESTER
MA 01890
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
(781) 756-1804
Other Offices
5
Financials
Total AUM
$1.4B
Accounts
1,941Discretionary
$1.4B
Accounts
1,941Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
386AUM
$99.7M
HNW Individual Clients
344AUM
$1.1B
Pension/Profit Sharing Plan Clients
7AUM
$37.7M
Charitable Organization Clients
14AUM
$9.6M
Corporation or Business Clients
16AUM
$95.3M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACTFLGAILLAMAMDMENCNHNJNYPARITXUT
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.