Shepherd Wealth & Retirement LLC
Shepherd Wealth & Retirement LLC (CRD# 305645) is a financial advisory firm headquartered in Tucson, AZ. They manage $78,025,258 in 344 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management78MILLION
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Total Number of Accounts344ACCOUNTS
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Average Account Value$226,818
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, TX
David Shepherd (CRD# 1988336) is an Investment Advisor Representative working at Shepherd Wealth & Retirement LLC in Tucson, AZ and has over 34 years of experience in the finance industry.
David Shepherd (CRD# 4336383) is an Investment Advisor Representative working at Shepherd Wealth & Retirement LLC in Tucson, AZ and has over 22 years of experience in the finance industry.
Sherry Miller (CRD# 2735330) is an Investment Advisor Representative working at Shepherd Wealth & Retirement LLC in Tucson, AZ and has over 24 years of experience in the finance industry.