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Overview Share
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Annapolis, Maryland
$207.6 million AUM
3 offices

Shaker Financial Services is based in Annapolis, Maryland and has $207.6 million in assets under management.

Location
1906 Towne Centre Boulevard
Suite 265
Annapolis, MD 21401
$207.6 million
AUM
7
Employees
AUM Share
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$207,584,614
Assets under management
565 clients
Number of clients
Average investment size is $367,406
1% are outside of the U.S.
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 231 $79,097,746 38% $342,414
High net worth individuals 85 $126,762,454 61% $1,491,323
Charitable organizations Fewer than 5 clients $311,607
Other investment advisers Fewer than 5 clients $1,412,807
Employees Share
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7
Employees
2
Investment analysts
29% of total employees
AUM per employee Share
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$207,584,614
Assets under management
$29,654,945
AUM per employee
$103,792,307
AUM per investment analyst
About Share
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Compensation

Shaker Financial Services makes money through the following ways:

  • Percentage of AUM
Services offered

Shaker Financial Services provides the following services:

  • Portfolio management for individuals and/or small businesses
Firm data Share
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CRD number 121,534
SEC number 801-62679
Legal structure Limited Liability Company
Legal governance Maryland, United States
Latest ADV filing date April 30, 2020

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