1997 Annapolis Exchange Parkway
Suite 300-349
Annapolis, Maryland 21401
Tel: 410-224-0572
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,752,267,028,988 | 4696 | 3814 | |
$193,065,874,997 | 68 | 114 | |
$108,331,371,643 | 23317 | 657 | |
$65,095,381,946 | 126 | 101 | |
$37,701,864,167 | 516 | 254 |
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