SHEPHERD WEALTH MANAGEMENT
Tel: (513) 630-2664 3181 Linwood Ave. Suite 20 Cincinnati, Ohio 45208
About SHEPHERD WEALTH MANAGEMENT
SHEPHERD WEALTH MANAGEMENT is a Cincinnati, Ohio based financial advisory firm with nearly $113,601,753 in assets under management and provides investment advisory services for 315 clients. There are currently 2 financial advisors at the firm.
General Information
Firm CRD#:
312695
Firm SEC#:
801-131565
Assets Under Management:
$113,601,753
No. of Clients:
315
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Pesnsion consulting services, Selection for other advisors
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