Shepherd Advisor

EST. AUM
$6,850,000

CONTACTS

CLIENT ACCOUNTS
7

Firm Details

Metro area Los Angeles
CRD Number 328734
Website shepherdadvisor.com
Client types

Overview

Shepherd Advisor is an independent SEC-registered Registered Investment Adviser that provides discretionary portfolio management and comprehensive financial planning for individuals, families, trusts, estates, retirement plans, charitable organizations, and business clients. The firm develops customized investment strategies based on each client's financial objectives, risk tolerance, and long-term goals while operating under a fiduciary standard.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Shepherd Advisor

Platform Details

Investment Preferences

Alternative Activity

Address

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