Overview
Assets Under Management: $322 million
Headquarters: OVERLAND PARK, KS
High-Net-Worth Clients: 4
Average Client Assets: $59 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.13
Average High-Net-Worth Client Assets: $59 million
Total Client Accounts: 1,448
Discretionary Accounts: 1,434
Non-Discretionary Accounts: 14
Regulatory Filings
CRD Number: 110471
Filing ID: 1924481
Last Filing Date: 2025-03-17 08:29:00
Website: https://shepardfinancial.com