Shaker Financial Services LLC
Legal Name: SHAKER FINANCIAL SERVICES, LLC
Full Contact Details
Shaker Financial Services LLC
1906 TOWNE CENTRE BLVD., SUITE 265, ANNAPOLIS, MD
410-224-0572
443-458-0982
Other Info
Shaker Financial Services LLC, a limited liability company based in Maryland, has been approved by the U.S. Securities and Exchange Commission since January 23, 2004. It employs 7 people, including 2 advisors, and its client base is unknown.
Home | Shaker Financial Services, LLC
HomeAboutHistoryPhilosophy and StrategyOur TeamForm ADVForm CRS PerformanceInvestingInvest in Your FutureTypes of AccountsWhat We Do For YouFAQNewsBlogContact We actively manage your accounts using unique, quantitative strategies. Rated 4 stars overall by Morningstar, we have a proven track record…
Direct Owners
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KATHRYN SHAKER BAUMMER
PARTNER owns more than 50% but less than 75%
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ROBERT M. SHAKER
CHIEF COMPLIANCE OFFICER owns more than 50% but less than 75%
Firms Located Nearby
Top Holdings
- NUVEEN CORE EQUITY ALPHA FUN $9,499k
- Nuveen Tax-Adv Tot Ret Strat $8,682k
- CENTRAL SECS CORP $6,567k
- Nuveen Tax-Advantaged Dividend Growth Fund $6,186k
- SPECIAL OPPRTUNTY FD $6,135k
- Blackrock Enh Cap And Inc $5,923k
- Eaton Vance T/A Global Dividend Income $5,397k
- ROYCE VALUE TR INC $5,046k
- SOURCE CAP INC $4,995k
- Gabelli Dividend & Income Trust $4,326k