RIA Intelligence

SHEPPARD WEALTH MANAGEMENT, LLC

CRD #171444 SEC #801-109989 BEND, OR 541-604-8603
SEC Registered Private Funds
Total AUM
$175M
Discretionary
$153.8M
Employees
3
Clients
0
Accounts
411

No fee data available. Fee information is extracted from Part 2 brochures.