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Shepherd Financial Investment Advisory Llc
Carmel, Indiana
5.0
1 Review
Shepherd Financial Investment Advisory LLC, based out of Carmel, IN, is a reputable local investment advisory firm serving a diverse clientele. With over 440 individual clients, they manage an impressive portfolio of assets, totaling more than $3,184,318,000. The firm operates from two offices, providing accessible financial services to their clients.
As a trusted advisor, Shepherd Financial Investment Advisory LLC offers a comprehensive range of investment services to meet their clients' diverse needs. Seventeen percent of the assets they manage are discretionary, demonstrating their expertise in making informed investment decis...see more
Assets Under Mgmt
$3.18B
Investment Professionals
13
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Reviews for Shepherd Financial Investment Advisory Llc
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