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).
Total Assets Under Management211MILLION
Total Number of Accounts10ACCOUNTS
Average Account Value$21,142,900
- A percentage of assets under your management
- Performance-based fees
- 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)
CA, FL, MA, MD, NH, NJ, NY, PA, TX, VA
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.
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.