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Building 2SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC

Map pinCARMEL, IN
Phone317-975-5033
NotebookSEC #801-112009
Total AUM
$6.2B
Employees
45
Clients
1,244

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
111 CONGRESSIONAL BLVD.,
SUITE 100
CARMEL
IN 46032
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
317-975-5033
Other Offices
6

ReceiptFinancials

Total AUM
$6.2B
Accounts
3,041
Discretionary
$1.6B
Accounts
2,812
Non-Discretionary
$4.6B
Accounts
229

ContactClients

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Individual Clients
705
AUM
$148.8M
HNW Individual Clients
203
AUM
$465.1M
Pension/Profit Sharing Plan Clients
336
AUM
$5.6B

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCADEFLILINKSKYMDMINCOHPASCTNTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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