|
⚲
|
| Shepherd Financial Investment Advisory LLC
✚
| |
|---|---|
| CRD # | 288623 |
| SEC # | 801-112009 |
| CIK # | |
| AUM | $4.0 BB (2024-03-14) |
| Employees | 34 (47% Investors, 65% Brokers) |
| Phone | 317-975-5033 |
| Address | 111 Congressional Blvd, Carmel, IN 46032 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 512 | 0.1 |
| (b) Individuals (high net worth individuals) | 94 | 0.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 268 | 3.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,601 | 4.0 |
| By Discretionary | ||
| Discretionary | 1,366 | 0.7 |
| Non-Discretionary | 235 | 3.3 |
| Total | 1,601 | 4.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.0 | |
| Total | 1,601 | 4.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Gentrust LLC
✚
|
FL | 4.1 |
|
Finaccess Advisors LLC
✚
|
FL | 4.0 |
|
Davidson Investment Advisors Inc
✚
|
MT | 4.0 |
|
Adero Partners LLC
✚
|
CA | 4.0 |
|
Brownson Rehmus & Foxworth Inc
✚
|
IL | 4.0 |
|
Advance Capital Management Inc
✚
|
MI | 4.0 |
|
Beacon Investment Advisory Services Inc
✚
|
NJ | 4.0 |
|
Gladstone Institutional Advisory LLC
✚
|
FL | 4.0 |
|
Heritage Wealth Advisors LLC
✚
|
VA | 4.0 |
|
Avior Wealth Management LLC
✚
|
NE | 4.0 |