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James Stephen Shepard

GENNX360 MANAGEMENT COMPANY, LLC·NY, New York
Unclaimed Profile
590 MADISON AVE, NY, NY 10022CRD# 6017777Firm CRD# 160331
01

About

James Stephen Shepard is a registered financial advisor based in NY, New York, affiliated with GENNX360 MANAGEMENT COMPANY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
GENNX360 MANAGEMENT COMPANY, LLC
GENNX360 MANAGEMENT COMPANY, LLC
AUM
$2.1B
Regulatory assets under management
Employees
19
Total firm employees
View all advisors at GENNX360 MANAGEMENT COMPANY, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6017777
Firm CRD# 160331
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Stephen Shepard offer?
James Stephen Shepard specializes in Retirement Planning. Contact their office in NY, New York for a consultation.
What are James Stephen Shepard's credentials?
James Stephen Shepard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Stephen Shepard located?
James Stephen Shepard is based in NY, New York, working with GENNX360 MANAGEMENT COMPANY, LLC. Their office serves clients in the NY metropolitan area and surrounding communities.
How does James Stephen Shepard charge for services?
James Stephen Shepard's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GENNX360 MANAGEMENT COMPANY, LLC?
GENNX360 MANAGEMENT COMPANY, LLC has approximately 19 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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