Kaitlin
Shepardson
Polen Capital Management, LLC
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About this Advisor
Kaitlin Shepardson is a financial advisor operating in Boca Raton, Florida with 5 years of relevant experience. Shepardson is an employee of Polen Capital Management, LLC. Shepardson has gained experience at Polen Capital Management, LLC, Foreside Funds Distributors, LLC and Marsh Usa Inc. Shepardson has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Florida. Polen Capital Management, LLC is a registered investment firm headquartered in Boca Raton, FL. It has a total of 153 people on staff. It oversees $36 billion in assets under management across its 3,515 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 98 charitable organizations. Of its 3,515 accounts, 82% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Polen Capital Management, LLC performs a broad array of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees charged by financial advisors typically depend on the services offered. Fees charged by Polen Capital Management, LLC most likely consist of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Polen Capital Management, LLC Brokerage Details
$36,045,083,867
153
3,515
$10,254,647
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Kaitlin Shepardson Work History
Kaitlin has been registered as a financial advisor for 5 years.*
Polen Capital Management, LLC
Foreside Funds Distributors, LLC
Marsh Usa Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kaitlin Shepardson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Polen Capital Management, LLC
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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