SHEPHERD KAPLAN LLC
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
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
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