Shaker Financial Services is an investment advisor in Annapolis with $265.94 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
841723449
SEC advisor number
801-62679
FINRA CRD number
121534
AUM ?
$207.58 mm
(as of 29 Mar 23)
Accounts
632
(as of 29 Mar 23)
Employees
8
(2 investment advisory or research)
Address
Shaker Financial Services
3330 WASHINGTON BLVD.
SUITE 200
ARLINGTON
VA 22201
3330 WASHINGTON BLVD.
SUITE 200
ARLINGTON
VA 22201
Phone
(703) 258-0090
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
7 Feb 24
13F-HR
Quarterly holdings report by institutional manager
2 Nov 23
13F-HR
Quarterly holdings report by institutional manager
7 Aug 23
13F-HR
Quarterly holdings report by institutional manager
8 May 23
13F-HR
Quarterly holdings report by institutional manager
3 Feb 23
13F-HR
Quarterly holdings report by institutional manager
9 Nov 22
13F-HR
Quarterly holdings report by institutional manager
1 Aug 22
13F-HR
Quarterly holdings report by institutional manager
6 May 22
13F-HR
Quarterly holdings report by institutional manager
7 Feb 22
13F-HR
Quarterly holdings report by institutional manager
2 Nov 21