Shepherd Kaplan Krochuk, LLC

Shepherd Kaplan Krochuk, LLC (CRD# 127304) is a financial advisory firm headquartered in Boston, MA. They manage $211,429,000 in 10 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    211
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $21,142,900
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 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, MA, MD, NH, NJ, NY, PA, TX, VA

Financial Advisors at Shepherd Kaplan Krochuk, LLC
Showing 1 - 2 of 2 top financial advisors.
1
David C. Kaplan
CRD#: 2307318
125 Summer St., Floor 22, Boston, MA 02110
93
Wealthminder
score

David Kaplan (CRD# 2307318) is an Investment Advisor Representative working at Shepherd Kaplan Krochuk, LLC in Boston, MA and has over 20 years of experience in the finance industry.

2
David M. Shepherd
CRD#: 2284051
125 Summer St., Floor 22, Boston, MA 02110
93
Wealthminder
score

David Shepherd (CRD# 2284051) is an Investment Advisor Representative working at Shepherd Kaplan Krochuk, LLC in Boston, MA and has over 25 years of experience in the finance industry.

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