Shaker Investments
Shaker Investments (CRD# 119135) is a financial advisory firm headquartered in Beachwood, OH. They manage $227,852,508 in 264 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management228MILLION
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Total Number of Accounts264ACCOUNTS
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Average Account Value$863,078
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
CA, FL, MA, NY, OH, TX, VA
Ashley Arsena (CRD# 7030080) is an Investment Advisor Representative working at Shaker Investments in Beachwood, OH and has over 5 years of experience in the finance industry.
Brandon Hemmelgarn (CRD# 5678019) is an Investment Advisor Representative working at Shaker Investments in Arlington, VA and has over 7 years of experience in the finance industry.
Chris Hemmelgarn (CRD# 5414204) is an Investment Advisor Representative working at Shaker Investments in Beachwood, OH and has over 11 years of experience in the finance industry.
Edward Hemmelgarn (CRD# 2736581) is an Investment Advisor Representative working at Shaker Investments in Beachwood, OH and has over 28 years of experience in the finance industry.
Sasha Kostadinov (CRD# 2634525) is an Investment Advisor Representative working at Shaker Investments in Beachwood, OH and has over 28 years of experience in the finance industry.
Anthony Panuto (CRD# 4987348) is an Investment Advisor Representative working at Shaker Investments in Beachwood, OH and has over 17 years of experience in the finance industry.
Bradley Wheeler (CRD# 2956910) is an Investment Advisor Representative working at Shaker Investments in Beachwood, OH and has over 26 years of experience in the finance industry.