Shepherd Financial Partners LLC
Nombre legal: SHEPHERD FINANCIAL PARTNERS, LLC
Detalles de contacto completos
Shepherd Financial Partners LLC
1004 MAIN STREET, WINCHESTER, MA
781-756-1804
781-729-4356
Otra información
Shepherd Financial Partners LLC es una compañía de responsabilidad limitada de Delaware con 27 empleados, incluyendo 11 que trabajan en roles de asesoría, y una base de clientes de 33. La firma está aprobada por la SEC, con una fecha de registro del 24 de agosto de 2015.
Home - Shepherd Financial Partners
Our Firm Our Story Meet the Team Careers Our Story Founded in 1988 by Mark Shepherd, Shepherd Financial Partners was born of a passion serving clients through their most difficult transitions. We understand that life is complex and ever-evolving. We believe your wealth management strategy should be …
Special Needs Financial Planning
Our CFP professionals provide expert guidance and advice to help you prioritize and make informed decisions when planning for your family's future.
Propietarios directos
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JANE GOLDEN LAWLER
CHIEF OPERATING OFFICER posee menos de 5%
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ROBERT MARK SHEPHERD
CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER posee 75% o más
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STEVE LEE KUHLMAN
MANAGING DIRECTOR posee menos de 5%
Top Holdings
- SPDR S&P 500 ETF TR TR UNIT $105,160k
- SPDR SERIES TRUST $81,140k
- SPDR SERIES TRUST $68,340k
- SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP $29,339k
- ISHARES TR $21,066k
- ISHARES TR $19,086k
- INVESCO QQQ TR UNIT SER 1 $12,970k
- ISHARES TR $11,885k
- SELECT SECTOR SPDR $8,399k
- Apple Inc $7,428k