About this location
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC offers portfolio management for individuals and/or small businesses, financial planning services, pension consulting services and also performs business activities as .
Time in Business
No submission
Total Assets Under Management
$3,484,956,576
Approximate Fees
Please contact the advisor for additional information on fees.
Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. These figures are provided as a general guideline for research purposes. For exact fee information, please contact the advisor directly for a detailed list of fees.
Fixed fees
A percentage of assets under management
Advisors at This Location
George Lauck
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Steven Wylam
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Andrew Denny
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John Simmons
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Thomas Mayer
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Michael Richardson
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Jeffrey Sharp
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Erin Goodrich
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Alex Sylvester
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Garrett Smith
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Leah Sylvester
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Thomas Gettelfinger
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Ryan Mc Mahon
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Charles Clem
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