CRD: 288623
Shepherd Financial Investment Advisory LLC
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- Custodian
- Empower ยท SEI
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-14-2017
- Office Locations
- 7
Office Locations
About Shepherd Financial Investment Advisory LLC
Shepherd Financial is an Indiana-based advisory firm using a team approach to retirement plan consulting and wealth management, alongside business planning and insurance solutions. The practice serves both retail and institutional relationships, including business owners and plan sponsors. Portfolios commonly use public funds and ETFs. The firm highlights industry recognition such as NAPA and PLANADVISER awards.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
STEVEN MICHAEL WYLAM
Chief Operating Officer, Co-Founder
- CRD
- #1740693
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Kim Lynnette Astin
Director Of Financial Planning
- CRD
- #7362738
Leslie Shockley Ballantine
Retirement Plan Advisor
- CRD
- #7206183
Showing 2 of 26 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,622,639,160 | $577,041 |
| Non-Discretionary | $4,555,001,169 | $19,890,835 |
| Total | $6,177,640,329 | $2,031,450 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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