Shepherd Wealth & Retirement
Shepherd Wealth & Retirement (CRD# 116151) is a financial advisory firm headquartered in Tucson, AZ. They manage $81,302,468 in 305 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management81MILLION
-
Total Number of Accounts305ACCOUNTS
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Average Account Value$266,565
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, LA, TX
Financial Advisors at Shepherd Wealth & Retirement
No Advisor Found.
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