SHAKER FINANCIAL SERVICES

1906 Towne Centre Blvd.
Suite 265
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 $207,583,087 assets under management, offering retirement planning & investment advisory services to 632 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	$207,583,087
No. of Clients	632
No. of Advisors	8

Fee Structure

A Percentage of AUM

Advisory Services Provided

Portfolio Management for Individuals

Firm Client Information

	No. of Clients	AUM
Firm Total	632	$207,583,087
Individuals (other than high net worth individuals)	280	$79,083,028
High net worth individuals	88	$127,308,424
Charitable organizations	Fewer than 5 clients	$270,826
Other investment advisers	Fewer than 5 clients	$920,809

Inquire with SHAKER FINANCIAL SERVICES

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T. ROWE PRICE ASSOCIATES, INC. 100 East Pratt Street Baltimore, MD, 21202	$1,506,538,334,571	3783	3722
T.ROWE PRICE INVESTMENT MANAGEMENT, INC. 100 East Pratt Street Baltimore, MD, 21202	$165,475,690,648	62	114
BROWN ADVISORY 901 South Bond Street, Suite 400 Baltimore, MD, 21231-3340	$98,298,071,437	22302	629
PROSHARE ADVISORS LLC 7272 Wisconsin Avenue, 21st Floor Bethesda, MD, 20814	$53,251,436,325	121	98
PNC CAPITAL ADVISORS LLC One East Pratt Street, Fifth Floor - East Baltimore, MD, 21202	$34,265,560,279	498	154

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