Universe · entity

SHAKER FINANCIAL SERVICES

RIA / family office (Form ADV) · CRD 121534
Form ADV profile

AUM: $286M

Location: ANNAPOLIS, MD

Disclosure: fee_only

Full ADV on IAPD ↗

Source: iapd_form_adv · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.