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SHEPHERD KAPLAN KROCHUK, LLC
SHEPHERD KAPLAN KROCHUK, LLC
BOSTON, Massachusetts
·
1 registered advisor
·
CRD# 127304
SEC# 801-62286
0
617-896-1600
01
Firm Overview
AUM
$8.9B
Regulatory assets under management
Employees
38
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at SHEPHERD KAPLAN KROCHUK, LLC
1 registered advisor
Brian David Lockhart
BOSTON, Massachusetts
CRD# 2508255
05
Office Locations
BOSTON, Massachusetts
1 advisor
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Data sourced from SEC Form ADV filings. SHEPHERD KAPLAN KROCHUK, LLC (CRD# 127304) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.