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Building 2SHAKER INVESTMENTS

Map pinCLEVELAND, OH
Phone216-292-2950
NotebookSEC #801-57445
Total AUM
$337.9M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE CHAGRIN HIGHLANDS
2000 AUBURN DRIVE, SUITE 300
CLEVELAND
OH 44122-4314
USA
Operating Hours
8:30 A.M. TO 5:00 P.M.
Monday - Friday
Phone
216-292-2950

ReceiptFinancials

Total AUM
$337.9M
Accounts
245
Discretionary
$337.9M
Accounts
245
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILINMANJNYOHPARI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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