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Shoker Investments Share
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Overview Share
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, nan
$205.6 million AUM
1 office

Shoker Investments is based in , nan and has $205.6 million in assets under management.

Location

, nan
Contact
$205.6 million
AUM
5
Employees
AUM Share
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$205,584,342
Assets under management
172 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 91 $29,634,300 14% $325,652
High net worth individuals 74 $166,977,751 81% $2,256,456
Pension and profit sharing plans 2 $4,388,525 2% $2,194,262
Charitable organizations 1 $1,702,774 1% $1,702,774
State or municipal government entities 1 $2,212,098 1% $2,212,098
Other corporations or businesses 2 $668,894 0% $334,447
Employees Share
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5
Employees
3
Investment analysts
60% of total employees
AUM per employee Share
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$205,584,342
Assets under management
$41,116,868
AUM per employee
$68,528,114
AUM per investment analyst
About Share
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Compensation

Shoker Investments makes money through the following ways:

  • Percentage of AUM
  • Fixed fees
Services offered

Shoker Investments provides the following services:

  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Firm data Share
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CRD number 107,857
SEC number 801-37179
Legal structure Corporation
Legal governance Ohio, United States
Latest ADV filing date March 31, 2020

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