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SHEPHERD FINANCIAL PARTNERS, LLC
CRD 169093 · SEC 801-106533
1004 MAIN STREET, WINCHESTER, MA, 01890, United States
Phone
(781) 756-1804
Fax
(781) 729-4356
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.38B
Discretionary AUM
$1.38B
Team
24 total employees; 7 advisory reps; 7 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 386 | $99.7M |
| High net worth individuals | 344 | $1.14B |
| Pension/profit sharing plans | 7 | $37.7M |
| Charitable organizations | 14 | $9.6M |
| Corporations/business entities | 16 | $95.3M |
States served
AZ, CA, GA, IL, LA, ME, MD, MA, NJ, NY, NC, PA, RI, UT, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD