SHAKER INVESTMENTS - Financial Advisor in Ohio, Beachwood

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

No. of Advisors:

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

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