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SHEPHERD FINANCIAL PARTNERS, LLC
SHEPHERD FINANCIAL PARTNERS, LLC
WINCHESTER, Massachusetts
·
4 registered advisors
·
CRD# 169093
SEC# 801-106533
3
(781) 756-1804
01
Firm Overview
AUM
$975M
Regulatory assets under management
Employees
23
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at SHEPHERD FINANCIAL PARTNERS, LLC
4 registered advisors
Brian George Davies
WINCHESTER, Massachusetts
CFA
CRD# 6957563
Mark Steven Waterhouse
WINCHESTER, Massachusetts
CRD# 2150145
Robert Mark Shepherd
WINCHESTER, Massachusetts
CFP
CRD# 1844029
Steve Lee Kuhlman
WINCHESTER, Massachusetts
CRD# 2932993
05
Office Locations
WINCHESTER, Massachusetts
4 advisors
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Data sourced from SEC Form ADV filings. SHEPHERD FINANCIAL PARTNERS, LLC (CRD# 169093) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.