SHEPHERD KAPLAN KROCHUK, LLC

Tel: 617-896-1600 53 State Street 23rd Floor Boston, Massachusetts 02109-2820

About SHEPHERD KAPLAN KROCHUK, LLC

SHEPHERD KAPLAN KROCHUK, LLC is a Boston, Massachusetts based financial advisory firm with nearly $8,905,692,748 in assets under management and provides investment advisory services for 1330 clients. There are currently 38 financial advisors at the firm.

General Information

Firm CRD#:

127304

Firm SEC#:

801-62286

Assets Under Management:

$8,905,692,748

No. of Clients:

1330

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors

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