Shepherd Financial Investment Advisory LLC

Shepherd Financial Investment Advisory LLC (CRD# 288623) is a financial advisory firm headquartered in Carmel, IN. They manage $4,016,943,044 in 1,601 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
111 Congressional Blvd.,, Suite 100, Carmel, IN 46032
http://www.shepherdfin.com
By the Numbers
  • Total Assets Under Management
    4,017
    MILLION
  • Total Number of Accounts
    1,601
    ACCOUNTS
  • Average Account Value
    $2,509,021
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, FL, IL, IN, KY, OH, TN, TX

Financial Advisors at Shepherd Financial Investment Advisory LLC
Showing 1 - 2 of 2 top financial advisors.
1
Charles Clem, financial advisor Carmel IN
Charles C. Clem
CRD#: 7491095
111 Congressional Blvd.,, Suite 100, Carmel, IN 46032

Charles Clem (CRD# 7491095) is an Investment Advisor Representative working at Shepherd Financial Investment Advisory LLC in Carmel, IN and has over 2 years of experience in the finance industry.

2
Leah Sylvester, financial advisor Carmel IN
Leah M. Sylvester
CRD#: 6458964
111 Congressional Blvd.,, Suite 100, Carmel, IN 46032

Leah Sylvester (CRD# 6458964) is an Investment Advisor Representative working at Shepherd Financial Investment Advisory LLC in Carmel, IN and has over 3 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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