Shepherd Kaplan LLC

Shepherd Kaplan LLC

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125 Summer Street 22nd Floor

Boston, MA 02110-1654

617-896-1600

sk-llc.com

No. advisers: 39

AUM: $6,209,178,429

In the News

Success stories: Northeast

December 8, 2018 - Rank Firm Phone/website Total Discretionary Nondiscretionary Employees assets ($M) accounts assets ($M) accounts assets ($M) accounts 1 Silvercrest Asset Management Group 1330 Avenue Of The Americas, 38th Floor New York, NY 10019 (212) 649-0600 silvercrestgroup.com...

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June 9, 2018 - Rank 2018 2018 Total Discretionary Nondiscretionary Firm Phone/website assets ($M) accounts assets ($M) accounts assets ($M) accounts Employees 1 Financial Engines Advisors 1050 Enterprise Way, Third Floor Sunnyvale, CA 94089 (408) 498-6000 financialengines.com...

    Notes
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

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