SHEPHERD KAPLAN LLC - Financial Advisor in Massachusetts, Boston

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

About SHEPHERD KAPLAN LLC

SHEPHERD KAPLAN LLC is a Boston, Massachusetts based financial advisory firm with nearly $8,617,780,105 in assets under management and provides investment advisory services for 1330 clients. There are currently 43 financial advisors at the firm.

General Information

Firm CRD#:

128244

Firm SEC#:

801-62349

Assets Under Management:

$8,617,780,105

No. of Clients:

1330

No. of Advisors:

Advisory Services Provided:

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

Fee Structure:

Other (A % OF REVENUE COLLECTED FOR SUB-ADVISORY SERVICES)

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