Shaker Financial Services LLC

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Assets, Funds, Holdings

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CAFR Data
Shaker Financial Services LLC
CRD #121534
SEC #801-62679
CIK #
AUM $158.6 MM (100% Disc, 100% US)
Employees7 (29% Investors, 0% Brokers)
Phone410-224-0572
Address1906 Towne Centre Blvd
Annapolis, MD 21401
Source [IAPD] [Website]
Total AUM ($MM)
190152114763802003200820142020
Sector Holding Cap ($MM) Value ($MM)
GDV1,740.09.5
CET718.28.7
CSQ1,880.08.0
DDF97.08.0
SOR307.17.2
NFJ1,130.05.7
RMT331.25.6
SPE112.65.1
JTA161.25.0
GAM837.74.8
View All
Holdings by Sector ($)
0.20.20.10.10.00.02012201420162019
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