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Building 2SHEPHERD WEALTH MANAGEMENT

Map pinCINCINNATI, OH
Phone(513) 630-2664
NotebookSEC #801-131565
Total AUM
$162.1M
Employees
4
Clients
430

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3181 LINWOOD AVE.
SUITE 20
CINCINNATI
OH 45208
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
(513) 630-2664
Other Offices
1

ReceiptFinancials

Total AUM
$162.1M
Accounts
430
Discretionary
$162.1M
Accounts
430
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
387
AUM
$63.4M
HNW Individual Clients
43
AUM
$98.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLKYNCOHPATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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