Shepherd Financial Partners LLC


Assets, Funds, Holdings

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Shepherd Financial Partners LLC
CRD #169093
SEC #801-106533
AUM $548.5 MM (100% Disc, 100% US, 2020-03-30)
Employees18 (44% Investors, 44% Brokers)
Address1004 Main Street
Winchester, MA 01890
Source [IAPD] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($MM)
Sector Issuer Cap ($MM) Value ($MM)
SPY 87.9
SPTM 68.3
SPLG 55.8
MDY 24.8
SHV 18.8
SHY 16.8
XLK 13.2
QQQ 11.5
QUAL 9.2
EFAV 8.7
View All
Holdings by Sector ($)
Comparable Firms State AUM ($BB)
Alphashares Inc
CA 0.6
The Arkansas Financial Group Inc
AR 0.5
Gilkison Patterson Investment Advisors Inc
VA 0.5
HJ Wealth Management LLC
PA 0.5
Spectrum Asset Management Inc
CA 0.5
Summit Wealth & Retirement Planning Inc
CA 0.5
Nexus Group LLC
CA 0.5
Valor Capital Management LLC
OH 0.5
Aequitas Investment Advisors LLC
MA 0.5
Jackson Wealth Management LLC
FL 0.5
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