Shepherd Financial Partners LLC
Nom légal: SHEPHERD FINANCIAL PARTNERS, LLC
Coordonnées complètes
Shepherd Financial Partners LLC
1004 MAIN STREET, WINCHESTER, MA
781-756-1804
781-729-4356
Autre info
Shepherd Financial Partners LLC est une société à responsabilité limitée du Delaware comptant 27 employés, dont 11 travaillent dans des rôles de conseil, et une base de clients de 33. La société est approuvée par la SEC, avec une date d'enregistrement du 24 août 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.
Propriétaires directs
-
JANE GOLDEN LAWLER
CHIEF OPERATING OFFICER possède Moins de 5%
-
ROBERT MARK SHEPHERD
CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER possède 75% ou plus
-
STEVE LEE KUHLMAN
MANAGING DIRECTOR possède Moins de 5%
Entreprises situées à proximité
Principaux fonds
- 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