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SHAKER INVESTMENTS
Tel: 216-292-2950
3201 Enterprise Parkway Suite 310
Beachwood, Ohio 44122-7337
SHAKER INVESTMENTS
SHAKER INVESTMENTS is a Beachwood, Ohio based financial advisory firm with nearly $227,852,508 in assets under management and provides investment advisory services for 264 clients. There are currently 10 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Portfolio management for businesses or institutional clients , Other (MODEL DELIVERY FOR TAMP)
Fee Structure:
A percentage of AUM, Performance Based
Firm CRD#:
119135
SEC#:
801-60907
No. of Clients:
264
Assets under Management
$227,852,508
No. of Advisors:
10
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