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Home > Retirement Planners > ohio > beachwood > SHAKER INVESTMENTS
SHAKER INVESTMENTS
3201 Enterprise Parkway
Suite 310
Beachwood, Ohio 44122-7337
Tel: 216-292-2950
About SHAKER INVESTMENTS
SHAKER INVESTMENTS, formally registered with the SEC as SHAKER INVESTMENTS. The firm was established in 01/01/2002. They have over 3 offices throughout the country.
SHAKER INVESTMENTS is a Beachwood, Ohio based Financial Planning firm with nearly $227,852,508 assets under management, offering retirement planning & investment advisory services to 264 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 119135 |
| SEC# | 801-60907 |
| Assets Managed by Firm | $227,852,508 |
| No. of Clients | 264 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other (MODEL DELIVERY FOR TAMP)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 264 | $227,852,508 |
| Individuals (other than high net worth individuals) | 79 | $16,206,794 |
| High net worth individuals | 67 | $99,337,171 |
| Pension and profit sharing plans | 5 | $2,078,338 |
| Charitable organizations | 2 | $1,643,235 |
| Corporations or other businesses | 3 | $13,865,216 |
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