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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 |
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