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
900 Larkspur Landing Circle, Suite 205, Larkspur, CA 94939
https://shepherdstreetadvisors.com
By the Numbers
  • Total Assets Under Management
    76
    MILLION
  • Total Number of Accounts
    136
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA, MD, TX

Financial Advisors at Shepherd Street Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Adam Schneiberg, financial advisor Larkspur CA
Adam P. Schneiberg
CRD#: 2169983
900 Larkspur Landing Circle, Suite 205, Larkspur, CA 94939

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.

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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