Shepherd Financial Holdings LLC is listed as Member at Shepherd Financial Investment Advisory LLC in Carmel, IN. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Shepherd Financial Investment Advisory LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Shepherd Financial Holdings LLC work?
Shepherd Financial Holdings LLC is listed as Member at Shepherd Financial Investment Advisory LLC on SEC Form ADV.
How much of Shepherd Financial Investment Advisory LLC does Shepherd Financial Holdings LLC own?
Form ADV reports a beneficial ownership band of Over 75%.