Overview
Assets Under Management: $4.9 billion
Headquarters: CARMEL, IN
High-Net-Worth Clients: 167
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 167
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 7.16
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,231
Discretionary Accounts: 2,000
Non-Discretionary Accounts: 231
Regulatory Filings
CRD Number: 288623
Filing ID: 2006465
Last Filing Date: 2025-08-12 06:00:00
Website: https://shepherdfin.com