SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC
Tel: 317-975-5033 111 Congressional Blvd., Suite 100 Carmel, Indiana 46032
About SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC is a Carmel, Indiana based financial advisory firm with nearly $4,946,760,100 in assets under management and provides investment advisory services for 2231 clients. There are currently 42 financial advisors at the firm.
General Information
Firm CRD#:
288623
Firm SEC#:
801-112009
Assets Under Management:
$4,946,760,100
No. of Clients:
2231
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
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