SHEPHERD FINANCIAL PARTNERS, LLC
Winchester, MA
AUM
$1.38B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(781) 756-1804
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in MA, WINCHESTER
2 advisers found
Winchester, MA
AUM
$1.38B
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(781) 756-1804
Winchester, MA
AUM
$647.6M
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(781) 721-0072