SHAKER INVESTMENTS
Tel: 216-292-2950 3201 Enterprise Parkway Suite 310 Beachwood, Ohio 44122-7337
About 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
Firm CRD#:
119135
Firm SEC#:
801-60907
Assets Under Management:
$227,852,508
No. of Clients:
264
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)
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