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SHAKER FINANCIAL SERVICES
ANNAPOLIS, MD
410-224-0572
SEC #801-62679Total AUM
$286.3M
Employees
6Clients
337Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1997 ANNAPOLIS EXCHANGE PARKWAY
SUITE 300-349
ANNAPOLIS
MD 21401
United States
SUITE 300-349
ANNAPOLIS
MD 21401
United States
Operating Hours
0900-1700
Monday - Friday
Monday - Friday
Phone
410-224-0572
Other Offices
2
Financials
Total AUM
$286.3M
Accounts
588Discretionary
$286.3M
Accounts
588Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
228AUM
$76.7M
HNW Individual Clients
101AUM
$208.7M
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
1AUM
$0
Charitable Organization Clients
1AUM
$0
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$985.2K
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
1AUM
$0
Services
Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCADCFLILMDNCNJNYORTXVAWA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.