SHEPHERD FINANCIAL PARTNERS, LLC

1004 Main Street
Winchester, Massachusetts 01890
Tel: (781) 756-1804

About SHEPHERD FINANCIAL PARTNERS, LLC

SHEPHERD FINANCIAL PARTNERS, LLC, formally registered with the SEC as SHEPHERD FINANCIAL PARTNERS, LLC. The firm was established in 08/24/2015. They have over 4 offices throughout the country.

SHEPHERD FINANCIAL PARTNERS, LLC is a Winchester, Massachusetts based Financial Planning firm with nearly $975,440,323 assets under management, offering retirement planning & investment advisory services to 696 clients. The firm is staffed with 23 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	169093
SEC#	801-106533
Assets Managed by Firm	$975,440,323
No. of Clients	696
No. of Advisors	23

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	696	$975,440,323
Individuals (other than high net worth individuals)	391	$97,217,755
High net worth individuals	274	$775,651,321
Pension and profit sharing plans	9	$32,804,737
Charitable organizations	7	$4,896,989
Corporations or other businesses	13	$64,869,521

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