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Brian Lowell Shepler

VIDENT INVESTMENT ADVISORY, LLC·ALPHARETTA, Georgia
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1125 SANCTUARY PKWY, ALPHARETTA, GA 30009CRD# 2709849Firm CRD# 171004
01

About

Brian Lowell Shepler is a registered financial advisor based in ALPHARETTA, Georgia, affiliated with VIDENT INVESTMENT ADVISORY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
VIDENT INVESTMENT ADVISORY, LLC
VIDENT INVESTMENT ADVISORY, LLC
AUM
$6.7B
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at VIDENT INVESTMENT ADVISORY, LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2709849
Firm CRD# 171004
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brian Lowell Shepler offer?
Brian Lowell Shepler specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in ALPHARETTA, Georgia for a consultation.
What are Brian Lowell Shepler's credentials?
Brian Lowell Shepler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Lowell Shepler located?
Brian Lowell Shepler is based in ALPHARETTA, Georgia, working with VIDENT INVESTMENT ADVISORY, LLC. Their office serves clients in the ALPHARETTA metropolitan area and surrounding communities.
How does Brian Lowell Shepler charge for services?
Brian Lowell Shepler's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VIDENT INVESTMENT ADVISORY, LLC?
VIDENT INVESTMENT ADVISORY, LLC has approximately 14 employees and manages $6.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at VIDENT INVESTMENT ADVISORY, LLC

Jumana Poonawala
ROSWELL, GA
Denise Marie Krisko
ALPHARETTA, GA
Nicholas Arnold Stonestreet
ROSWELL, GA

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Georgia
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City Guides
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Research
Advisor Fees in GeorgiaNational Fee Analysis
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