SHEPHERD WEALTH & RETIREMENT LLC of TUCSON, AZ is an SEC-registered investment adviser (CRD 305645). Regulatory assets under management: $96.9M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| SHEPHERD DAVID WAYNE | CHIEF COMPLIANCE OFFICER; MANAGER AND CHIEF COMPLIANCE OFFICER; MANAGER AND CHIEF INVESTMENT OFFICER (+1 more) | — |