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Building 2SHEPHERD FINANCIAL PARTNERS, LLC

Map pinWINCHESTER, MA
Phone(781) 756-1804
NotebookSEC #801-106533
Total AUM
$1.4B
Employees
24
Clients
767

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 1 is a core regulatory form containing information about the firm’s advisory business, employees, clients, and other business activities.

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