SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC

CARMEL, Indiana·1 registered advisor·CRD# 288623
SEC# 801-1120094317-975-5033
01

Firm Overview

AUM
$4.0B
Regulatory assets under management
Employees
39
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC

1 registered advisor
Steven Michael Wylam
CARMEL, Indiana
05

Office Locations

CARMEL, Indiana
1 advisor

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC (CRD# 288623) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.