SHAKER FINANCIAL SERVICES, LLC
Doing business as SHAKER FINANCIAL SERVICES. SEC Form ADV profile.
Total regulatory AUM
$286,320,400
Discretionary
$286,320,400
Non-discretionary
$0
Firm details
- CRD number
- 121534
- SEC file number
- 801-62679
- Main office
- ANNAPOLIS, MD, United States
- Employees
- 6
- SEC status
- Approved
- Website
- HTTP://WWW.SHAKERFINANCIAL.COM
- Fee structure
-
Percentage of AUM
As of November 2026.