Overview
Assets Under Management: $261 million
Headquarters: ANNAPOLIS, MD
High-Net-Worth Clients: 86
Average Client Assets: $2 million
Frequently Asked Questions
SHAKER FINANCIAL SERVICES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #121534), SHAKER FINANCIAL SERVICES, LLC is subject to fiduciary duty under federal law.
SHAKER FINANCIAL SERVICES, LLC is headquartered in ANNAPOLIS, MD.
SHAKER FINANCIAL SERVICES, LLC serves 86 high-net-worth clients according to their SEC filing dated March 26, 2025. View client details ↓
According to their SEC Form ADV, SHAKER FINANCIAL SERVICES, LLC offers portfolio management for individuals. View all service details ↓
SHAKER FINANCIAL SERVICES, LLC manages $261 million in client assets according to their SEC filing dated March 26, 2025.
According to their SEC Form ADV, SHAKER FINANCIAL SERVICES, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 86
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.75
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 634
Discretionary Accounts: 634
Regulatory Filings
CRD Number: 121534
Filing ID: 1967110
Last Filing Date: 2025-03-26 08:34:00
Website: https://shakerfinancial.com