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Building 2SHEPHERD KAPLAN & ACUNA LLC

Map pinBOSTON, MA
Phone617-369-0944
NotebookSEC #801-57429
Total AUM
$154M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
360 NEWBURY ST
SUITE 503
BOSTON
MA 02115
USA
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
617-369-0944

ReceiptFinancials

Total AUM
$154M
Accounts
371
Discretionary
$34M
Accounts
360
Non-Discretionary
$120M
Accounts
11

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MA

HandshakeAffiliates

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

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