SHAKER FINANCIAL SERVICES, LLC
Legal name: SHAKER FINANCIAL SERVICES
CRD #121534 SEC #801-62679 ANNAPOLIS, MD 410-224-0572
SEC Registered
Total AUM
$260.6M
Discretionary
$260.6M
Employees
6
Clients
0
Accounts
634
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $260.6M | $260.6M | $0 | 6 | 0 |
| Jan 2025 | $228.4M | $228.4M | $0 | 8 | 0 |
| Mar 2024 | $228.4M | $228.4M | $0 | 8 | 0 |
| Mar 2023 | $207.6M | $207.6M | $0 | 8 | 0 |
| Mar 2022 | $265.9M | $265.9M | $0 | 8 | 0 |
| Mar 2021 | $217M | $217M | $0 | 7 | 0 |
| Jun 2020 | $207.6M | $207.6M | $0 | 7 | 0 |
| Apr 2020 | $207.6M | $207.6M | $0 | 7 | 0 |
| Mar 2019 | $158.6M | $158.6M | $0 | 7 | 0 |
| Mar 2018 | $185.3M | $185.3M | $0 | 6 | 0 |
| Mar 2017 | $141.8M | $141.8M | $0 | 6 | 300 |
| Mar 2016 | $125.6M | $125.6M | $0 | 6 | 300 |
| Mar 2015 | $144M | $144M | $0 | 7 | 300 |
| Feb 2015 | $144M | $144M | $0 | 7 | 300 |
| Mar 2014 | $132.9M | $132.9M | $0 | 6 | 300 |
| Mar 2013 | $120M | $120M | $0 | 6 | 300 |
| Mar 2012 | $91.6M | $91.6M | $0 | 1 | 300 |
| Mar 2011 | $109.9M | $109.9M | $0 | 5 | -- |
| Mar 2008 | $77.7M | $77.7M | $0 | 10 | -- |
| Nov 2007 | $61.9M | $60.8M | $1M | 5 | -- |
| May 2007 | $61.9M | $60.8M | $1M | 5 | -- |
| Jan 2007 | $61.9M | $60.8M | $1M | 5 | -- |
| Mar 2006 | $55.9M | $54.5M | $1.4M | 5 | -- |
| Feb 2005 | $38.2M | $38.2M | $0 | 5 | -- |
| Jun 2004 | $27.8M | $27.8M | $0 | 5 | -- |
| Jan 2004 | $25.8M | $25.8M | $0 | 5 | -- |
DateMar 2025
Total AUM$260.6M
Discretionary$260.6M
Non-Disc.$0
Employees6
Clients0
DateJan 2025
Total AUM$228.4M
Discretionary$228.4M
Non-Disc.$0
Employees8
Clients0
DateMar 2024
Total AUM$228.4M
Discretionary$228.4M
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$207.6M
Discretionary$207.6M
Non-Disc.$0
Employees8
Clients0
DateMar 2022
Total AUM$265.9M
Discretionary$265.9M
Non-Disc.$0
Employees8
Clients0
DateMar 2021
Total AUM$217M
Discretionary$217M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$207.6M
Discretionary$207.6M
Non-Disc.$0
Employees7
Clients0
DateApr 2020
Total AUM$207.6M
Discretionary$207.6M
Non-Disc.$0
Employees7
Clients0
DateMar 2019
Total AUM$158.6M
Discretionary$158.6M
Non-Disc.$0
Employees7
Clients0
DateMar 2018
Total AUM$185.3M
Discretionary$185.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2017
Total AUM$141.8M
Discretionary$141.8M
Non-Disc.$0
Employees6
Clients300
DateMar 2016
Total AUM$125.6M
Discretionary$125.6M
Non-Disc.$0
Employees6
Clients300
DateMar 2015
Total AUM$144M
Discretionary$144M
Non-Disc.$0
Employees7
Clients300
DateFeb 2015
Total AUM$144M
Discretionary$144M
Non-Disc.$0
Employees7
Clients300
DateMar 2014
Total AUM$132.9M
Discretionary$132.9M
Non-Disc.$0
Employees6
Clients300
DateMar 2013
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees6
Clients300
DateMar 2012
Total AUM$91.6M
Discretionary$91.6M
Non-Disc.$0
Employees1
Clients300
DateMar 2011
Total AUM$109.9M
Discretionary$109.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$77.7M
Discretionary$77.7M
Non-Disc.$0
Employees10
Clients--
DateNov 2007
Total AUM$61.9M
Discretionary$60.8M
Non-Disc.$1M
Employees5
Clients--
DateMay 2007
Total AUM$61.9M
Discretionary$60.8M
Non-Disc.$1M
Employees5
Clients--
DateJan 2007
Total AUM$61.9M
Discretionary$60.8M
Non-Disc.$1M
Employees5
Clients--
DateMar 2006
Total AUM$55.9M
Discretionary$54.5M
Non-Disc.$1.4M
Employees5
Clients--
DateFeb 2005
Total AUM$38.2M
Discretionary$38.2M
Non-Disc.$0
Employees5
Clients--
DateJun 2004
Total AUM$27.8M
Discretionary$27.8M
Non-Disc.$0
Employees5
Clients--
DateJan 2004
Total AUM$25.8M
Discretionary$25.8M
Non-Disc.$0
Employees5
Clients--