SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC - Financial Advisor in Indiana, Carmel

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

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Fee Structure:

A percentage of AUM, Fixed fees

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$4,412,477,143

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$3,796,591,805

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