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Building 2SHEPHARD INVESTMENT COUNSEL, LLC

Map pinATLANTA, GA
Phone404-760-9936
NotebookSEC #801-57998
Total AUM
$30.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3390 PEACHTREE ROAD, NE
SUITE 102
ATLANTA
GA 30326
USA
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
404-760-9936

ReceiptFinancials

Total AUM
$30.5M
Accounts
53
Discretionary
$30.2M
Accounts
52
Non-Discretionary
$349.2K
Accounts
1

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
GA

HandshakeAffiliates

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

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