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SHAKER FINANCIAL SERVICES

Tel: 410-224-0572
1997 Annapolis Exchange Parkway
Suite 300-349
Annapolis, Maryland  21401

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SHAKER FINANCIAL SERVICES

SHAKER FINANCIAL SERVICES is a Annapolis, Maryland based financial advisory firm with nearly $228,387,456 in assets under management and provides investment advisory services for 633 clients. There are currently 8 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM

Firm CRD#:

121534

SEC#:

801-62679

No. of Clients:

633

Assets under Management

$228,387,456

No. of Advisors:

8

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