Overview
Assets Under Management: $261 million
Headquarters: ANNAPOLIS, MD
High-Net-Worth Clients: 2
Average Client Assets: $51 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 38.90
Average High-Net-Worth Client Assets: $51 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