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SHAKER INVESTMENTS, L.L.C.
SHAKER INVESTMENTS, L.L.C.
SHAKER INVESTMENTS
BEACHWOOD, Ohio
·
4 registered advisors
·
CRD# 119135
SEC# 801-60907
2
216-292-2950
01
Firm Overview
AUM
$228M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Other
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at SHAKER INVESTMENTS, L.L.C.
4 registered advisors
Edward Paul Hemmelgarn
BEACHWOOD, Ohio
CRD# 2736581
Janice Lynne Hammond
BEACHWOOD, Ohio
CRD# 6762450
Kathleen Coates Wick
BEACHWOOD, Ohio
CRD# 7716305
Raymond Joseph Rund
BEACHWOOD, Ohio
CRD# 4360859
05
Office Locations
BEACHWOOD, Ohio
4 advisors
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Data sourced from SEC Form ADV filings. SHAKER INVESTMENTS, L.L.C. (CRD# 119135) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.