Shepherd Financial Partners LLC
Legal Name: SHEPHERD FINANCIAL PARTNERS, LLC
Full Contact Details
Other Info
Shepherd Financial Partners LLC is legally known as SHEPHERD FINANCIAL PARTNERS, LLC. It is a DE Limited Liability Company. This firm has 27 employees, of which 11 are employees in advisory roles. It serves 33 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Aug 24, 2015.
Shepherd Financial Partners | Experience. Trust. Commitment.
Shepherd Financial Partners is an independent, full-service financial and wealth management practice. Our goal is to provide you with superior, comprehensive financial and wealth management services in the context of a personal, long-term commitment.
Special Needs Financial Planning | Financial Planning for Families and Trustees of People with Disabilities
Shepherd Financial Partners is an independent, full-service financial and wealth management practice. Our goal is to provide you with superior, comprehensive financial and wealth management services in the context of a personal, long-term commitment.
Direct Owners
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JANE GOLDEN LAWLER
CHIEF OPERATING OFFICER owns less than 5%
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ROBERT MARK SHEPHERD
CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER owns 75% or more
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STEVE LEE KUHLMAN
MANAGING DIRECTOR owns less than 5%
Firms Located Nearby
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