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SHAKER FINANCIAL SERVICES
SHAKER FINANCIAL SERVICES, LLC
CRD 121534 · SEC 801-62679
1997 ANNAPOLIS EXCHANGE PARKWAY, SUITE 300-349, ANNAPOLIS, MD, 21401, United States
Phone
410-224-0572
Fax
443-458-0892
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$286.3M
Discretionary AUM
$286.3M
Team
6 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 228 | $76.7M |
| High net worth individuals | 101 | $208.7M |
States served
AZ, CA, CO, DC, IL, MD, NJ, NY, NC, OK, OR, VA, MO, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD