Shepherd Kaplan Krochuk, LLC

Assets Under Management

$9.7B

Number of Clients

197

Number of Advisors

2

Average Client AUM

$49.4M

AUM per Advisor

$4.9B

Compensation

Fee-Only (AUM)

About This Firm

SKK provides asset management services to institutional clients like private funds and pension plans, and wealth management to high-net-worth individuals. They offer investment advice related to Qualified Small Businesses. SKK manages client assets on both discretionary and non-discretionary bases, considering client-specific objectives and restrictions.

Fee Structure

Minimum Investment:$20M
Financial Planning:Investment management only
Areas of Practice
Investment ManagementHigh Net Worth
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Location

53 State Street, 23rd Floor, Boston, MA, 02109-2820

2 Advisors at this firm