Shaker Financial Services
Finance · Maryland, United States · 1-10 Employees
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Overview
Headquarters
1906 Towne Centre Blvd Ste 265, Annapoli...Phone Number
(410) 224-0572Website
www.shakerfinancial.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
2
1
1
1
1
1
About Shaker Financial Services
Shaker Financial Services, LLC specializes in actively managing client accounts through unique, proprietary quantitative strategies aimed at enhancing returns. The company has a proven track record, receiving a 5-star overall rating from Morningstar for its performance in helping clients achieve their financial goals. They offer a diverse range of account types to cater to various financial needs, focusing on individuals who are saving for their future. Their mission is to bridge the gap between clients' dreams and reality by providing tailored investment solutions.Explore more
Shaker Financial Services Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Shaker Financial Services
<$5M
1-10
Private
-
1995
KB
Kathryn BaummerAccount Director, Performance Analytics & Reporting & Managing Partner
Company Profile Activity
Activity Insights
Shaker Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Shaker Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Shaker Financial Services.
Shaker Financial Services Tech Stack
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Shaker Financial Services News & Media
Shaker Financial Offloads $3.3 Million CSQ Shares, According to Recent SEC Filing
This closed-end fund targets total return through a diversified mix of U.S. equities and fixed income securities.
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Frequently Asked Questions Regarding Shaker Financial Services
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Shaker Financial Services, LLC specializes in actively managing client accounts through unique, proprietary quantitative strategies aimed at enhancing returns. The company has a proven track record, receiving a 5-star overall rating from Morningstar for its performance in helping clients achieve their financial goals. They offer a diverse range of... Read More
