$126.2M Total AUM
$126.2M Disc. AUM
-- 3Y CAGR
2 Employees
50 ADV. Clients
6 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-13-2019
- Office Locations
- 1
Office Locations
900 Larkspur Landing Circle Suite 205 Larkspur CA
About Shepherd Street Advisors
Shepherd Street Advisors is an SEC-registered RIA providing high-touch investment management and financial planning, including retirement planning, tax planning (Roth conversions, tax-loss harvesting), charitable giving (DAFs, QCDs), college savings, and mortgage finance. Portfolios are monitored and rebalanced with quarterly reporting and an Orion-powered client portal. Client assets are primarily custodied at Charles Schwab.
Team overview
55 AVG AGE
$63.1M AVG AUM / ADVISOR
$2.5M AVG AUM / CLIENT
4.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
6yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
A
ADAM PHILLIP SCHNEIBERG
Chief Compliance Officer, Founder, Managing Member
- CRD
- #2169983
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
K
Katherine Joan McGee
--
- CRD
- #7913362
Available
Available
Available
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $126,244,796 | $693,653 |
| Non-Discretionary | $0 | -- |
| Total | $126,244,796 | $693,653 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
Continue browsing