Shepherd Kaplan Krochuk, LLC

Shepherd Kaplan Krochuk, LLC (CRD# 127304) is a financial advisory firm headquartered in Boston, MA. They manage $8,905,692,748 in 1,330 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
53 State Street, 23rd Floor, Boston, MA 02109
https://www.linkedin.com/in/shepherd-kaplan-1a9615a7/
By the Numbers
  • Total Assets Under Management
    8,906
    MILLION
  • Total Number of Accounts
    1,330
    ACCOUNTS
  • Average Account Value
    $6,696,010
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, DC, FL, MA, MD, NY, PA, TX, VA

Financial Advisors at Shepherd Kaplan Krochuk, LLC
Showing 1 - 2 of 2 top financial advisors.
1
David Kaplan, financial advisor Boston MA
David C. Kaplan
CRD#: 2307318
53 State Street, 23rd Floor, Boston, MA 02109

David Kaplan (CRD# 2307318) is an Investment Advisor Representative working at Shepherd Kaplan Krochuk, LLC in Boston, MA and has over 26 years of experience in the finance industry.

2
David Shepherd, financial advisor Boston MA
David M. Shepherd
CRD#: 2284051
53 State Street, 23rd Floor, Boston, MA 02109

David Shepherd (CRD# 2284051) is an Investment Advisor Representative working at Shepherd Kaplan Krochuk, LLC in Boston, MA and has over 31 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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