Frequently Asked Questions (FAQ) About
Shepherd Financial Partners LLC
- Where is Shepherd Financial Partners LLC Located
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1004 MAIN STREET, WINCHESTER, MA
- Shepherd Financial Partners LLC: Is the firm operating under a legal name?
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The firm is using the following primary business name: Shepherd Financial Partners LLC, while the legal name is: SHEPHERD FINANCIAL PARTNERS, LLC
- Shepherd Financial Partners LLC: How many employees does the firm employ?
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Shepherd Financial Partners LLC has 27 employees, of which 11 are employees in advisory roles
- Shepherd Financial Partners LLC: How many clients does the firm serve?
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It serves 33 clients.
- Shepherd Financial Partners LLC: What are the top holdings of this firm?
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SPDR S&P 500 ETF TR TR UNIT SPDR SERIES TRUST SPDR SERIES TRUST SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP ISHARES TR ISHARES TR INVESCO QQQ TR UNIT SER 1 ISHARES TR SELECT SECTOR SPDR Apple Inc
- Shepherd Financial Partners LLC: What other investment firms are located in the vicinity?