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John Alexander Shepard

Cpmg, Inc.

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About John Alexander Shepard

John Alexander Shepard is an investment advisor representative at Cpmg, Inc. John Shepard has been in the industry since April 2005. John Shepard is registered with the state of Texas. Cpmg, Inc. is an investment advisor registered with the state of Texas and manages approximately $1,043,445,000 in assets. Cpmg, Inc. provides investment advisory services for individuals and pooled investment vehicles. Cpmg, Inc. has a main office in Dallas, TX.

Firm Information

John Shepard is currently registered with Cpmg, Inc.. Cpmg, Inc. is an investment adviser based in Dallas, TX. The firm provides portfolio management services for businesses and pooled investment vehicles. They manage approximately $1,043,445,000 in regulatory assets under management and primarily serve pooled investment vehicles with 25 clients. The firm also manages $450,000 for one client in the category of educational endowment.
Cpmg, Inc.

4215 WEST LOVERS LANE

DALLAS, TX 75209

$1.04B

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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John Shepard’s Registration & Firm History

TX

12/09/2005 - Present

Cpmg, Inc. (DALLAS TX)

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Licenses & Designations

IA

Issued 11/29/2005

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Alexander Shepard.
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