Frequently Asked Questions (FAQ) About
Sheppard Wealth Management LLC
- Where is Sheppard Wealth Management LLC Located
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360 SW BOND ST., SUITE 510, BEND, OR
- Sheppard Wealth Management LLC: Is the firm operating under a legal name?
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The firm is using the following primary business name: Sheppard Wealth Management LLC, while the legal name is: SHEPPARD WEALTH MANAGEMENT, LLC
- Sheppard Wealth Management LLC: How many employees does the firm employ?
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Sheppard Wealth Management LLC has 5 employees, of which 3 are employees in advisory roles
- Sheppard Wealth Management LLC: How many clients does the firm serve?
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The number of clients served by it is unknown.
- Sheppard Wealth Management LLC: What other investment firms are located in the vicinity?
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Advisory Services & Investments LLC Stonepine Capital Management LLC Northwest Quadrant LLC Northline Wealth Management LLC Ascent Capital Management LLC Capstone Wealth Management Group LLC Valentine Ventures LLC