SHEPHERD KAPLAN & ACUNA LLC
CRD #109573 SEC #801-57429 BOSTON, MA 617-369-0944
SEC Registered
Total AUM
$28.5M
Discretionary
$0
Employees
5
Clients
51
Accounts
300
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2002 | $28.5M | $0 | $28.5M | 5 | -- |
DateApr 2002
Total AUM$28.5M
Discretionary$0
Non-Disc.$28.5M
Employees5
Clients--