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Michael J Richardson

Executive Partner, Wealth Management & Family OfficeShepherd Financial Investment Advisory LLCCRD 5004926

About Michael J Richardson

Michael J Richardson is listed as Executive Partner, Wealth Management & Family Office at Shepherd Financial Investment Advisory LLC in Carmel, IN. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Shepherd Financial Investment Advisory LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Michael J Richardson work?

Michael J Richardson is listed as Executive Partner, Wealth Management & Family Office at Shepherd Financial Investment Advisory LLC on SEC Form ADV.

How much of Shepherd Financial Investment Advisory LLC does Michael J Richardson own?

Form ADV reports a beneficial ownership band of Under 5%.

Shepherd Financial Investment Advisory LLC

TitleExecutive Partner, Wealth Management & Family Office
OwnershipUnder 5%
Control personYes
Since2018