SHAKER FINANCIAL SERVICES

1997 Annapolis Exchange Parkway
Suite 300-349
Annapolis, Maryland 21401
Tel: 410-224-0572

About SHAKER FINANCIAL SERVICES

SHAKER FINANCIAL SERVICES, formally registered with the SEC as SHAKER FINANCIAL SERVICES. The firm was established in 01/23/2004. They have over 3 offices throughout the country.

SHAKER FINANCIAL SERVICES is a Annapolis, Maryland based Financial Planning firm with nearly $228,387,456 assets under management, offering retirement planning & investment advisory services to 633 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	121534
SEC#	801-62679
Assets Managed by Firm	$228,387,456
No. of Clients	633
No. of Advisors	8

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	633	$228,387,456
Individuals (other than high net worth individuals)	280	$90,793,966
High net worth individuals	80	$136,207,583
Charitable organizations	Fewer than 5 clients	$308,324
Other investment advisers	Fewer than 5 clients	$1,077,583

More Retirement Planning firms in Annapolis, Maryland:

Firm Name	Assets Under Management	Total Clients	Total Advisors
T. ROWE PRICE ASSOCIATES, INC. 100 East Pratt Street Baltimore, MD, 21202	$1,752,267,028,988	4696	3814
T.ROWE PRICE INVESTMENT MANAGEMENT, INC. 100 East Pratt Street Baltimore, MD, 21202	$193,065,874,997	68	114
BROWN ADVISORY 901 South Bond Street, Suite 400 Baltimore, MD, 21231-3340	$108,331,371,643	23317	657
PROSHARE ADVISORS LLC 7272 Wisconsin Avenue, 21st Floor Bethesda, MD, 20814	$65,095,381,946	126	101
PNC CAPITAL ADVISORS LLC One East Pratt Street, Fifth Floor - East Baltimore, MD, 21202	$37,701,864,167	516	254

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