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Raymond Joseph Rund

SHAKER INVESTMENTS, L.L.C.·BEACHWOOD, Ohio
Clean recordSHAKER INVESTMENTS, L.L.C.
3201 ENTERPRISE PARKWAY, BEACHWOOD, OH 44122-7337CRD# 4360859Firm CRD# 119135

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Raymond Joseph Rund · BEACHWOOD, OH
Registration
CRD #4360859 · SHAKER INVESTMENTS, L.L.C.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Raymond Joseph Rund is a registered financial advisor based in BEACHWOOD, Ohio, affiliated with SHAKER INVESTMENTS, L.L.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
SHAKER INVESTMENTS, L.L.C.
SHAKER INVESTMENTS
AUM
$228M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at SHAKER INVESTMENTS, L.L.C. →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4360859
Firm CRD# 119135
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Raymond Joseph Rund offer?
Raymond Joseph Rund specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in BEACHWOOD, Ohio for a consultation.
What are Raymond Joseph Rund's credentials?
Raymond Joseph Rund is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Raymond Joseph Rund located?
Raymond Joseph Rund is based in BEACHWOOD, Ohio, working with SHAKER INVESTMENTS, L.L.C.. Their office serves clients in the BEACHWOOD metropolitan area and surrounding communities.
How does Raymond Joseph Rund charge for services?
Raymond Joseph Rund's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SHAKER INVESTMENTS, L.L.C.?
SHAKER INVESTMENTS, L.L.C. has approximately 10 employees and manages $228M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SHAKER INVESTMENTS, L.L.C.

Janice Lynne Hammond
BEACHWOOD, OH
Kathleen Coates Wick
BEACHWOOD, OH
Edward Paul Hemmelgarn
BEACHWOOD, OH

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