Be advised. This firm is no longer registered.

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).

By the Numbers
  • Total Assets Under Management
    81
    MILLION
  • Total Number of Accounts
    305
    ACCOUNTS
  • 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
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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