Shepherd Financial LLC
Shepherd Financial LLC (CRD# 307562) is a financial advisory firm headquartered in Woodstock, GA. They manage $9,990,316 in 22 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management10MILLION
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Total Number of Accounts22ACCOUNTS
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Average Account Value$454,105
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
GA
Financial Advisors at Shepherd Financial LLC
1
Gary Hyde (CRD# 6476102) is an Investment Advisor Representative working at Shepherd Financial LLC in Woodstock, GA and has over 8 years of experience in the finance industry.
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