Shepherd Financial
$7.5B
1,670Clients
35Advisers
8 yearsIn business
Contact this firm
Who works here
- Alex James Sylvester
- Andrew C Denny
- Bradley Richard Wells
- Brea Nicole Morrison Dantin
- Brian Edward Feuer
- Brittany A Vollmar
- Charles Curtis Clem
- Charles William Castino
- Dane Young
- Daniel Robert Meier
- David Arthur Bauer
- David Kenn Jacocks
- Dennis R Stancoven
- Donna J Dickinson
- Erin K Goodrich
- Garrett Wade Smith
- George Andrew Lauck
- George David Biddle
- Grady J. Gaynor
- Jeffrey A Sharp
- Joe D Miller
- John L Simmons
- Kevin Michael Alerding
- Kim Lynnette Astin
- Leah Marie Sylvester
- Leslie Shockley Ballantine
- Lucas C Smith
- Matthew David Tendler
- Michael J Richardson
- Nicholas Edward Wylam
- Stephen Casey Krout
- Steven Michael Wylam
- Taylor Reed Wedmore
- Thomas L. Mayer
- Tyler Joseph Gilden
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Shepherd Financial
Legal name: Shepherd Financial Investment Advisory LLC
$7.5B
1,670Clients
35Advisers
8 yearsIn business
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
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