Shepherd Financial Partners, Llc, MA — Investment Adviser | BuildTrust

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SHEPHERD FINANCIAL PARTNERS, LLC

Investment AdviceWINCHESTER, MA

Assets Under Management

$1.1B

Total AUM

Donut chart: Discretionary 1.1B
Category	Value
Discretionary	1.1B

Adviser Information

Field	Value
CRD Number	169093
SEC Number	801-106533
Street Address	1004 MAIN STREET
Location	WINCHESTER, MA 01890
Country	United States
Phone	(781) 756-1804
Fax	(781) 729-4356
Total Employees	21

Client Count by Type (724 Total)

Horizontal bar chart: Individuals (other than H… 392, High Net Worth Individual… 300, Charitable Organizations 12, Corporations/Businesses 11, Pension/Profit Sharing Pl… 9
Category	Value
Individuals (other than H…	392
High Net Worth Individual…	300
Charitable Organizations	12
Corporations/Businesses	11
Pension/Profit Sharing Pl…	9