Shepherd Street Advisors
Shepherd Street Advisors (CRD# 306021) is a financial advisory firm headquartered in Larkspur, CA. They manage $76,473,620 in 136 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management76MILLION
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Total Number of Accounts136ACCOUNTS
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Average Account Value$562,306
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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, MD, TX
Financial Advisors at Shepherd Street Advisors
1
Adam Schneiberg (CRD# 2169983) is an Investment Advisor Representative working at Shepherd Street Advisors in Larkspur, CA and has over 32 years of experience in the finance industry.
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