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).

By the Numbers
  • Total Assets Under Management
    228
    MILLION
  • Total Number of Accounts
    264
    ACCOUNTS
  • Average Account Value
    $863,078
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, MA, NY, OH, TX, VA

Financial Advisors at Shaker Investments
Showing 1 - 7 of 7 top financial advisors.
1
Ashley N. Arsena
CRD#: 7030080
3201 Enterprise Parkway, Suite 310, Beachwood, OH 44122

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.

2
Brandon A. Hemmelgarn
CRD#: 5678019
Arlington, VA

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.

3
Chris G. Hemmelgarn
CRD#: 5414204
3201 Enterprise Parkway, Suite 310, Beachwood, OH 44122

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.

4
Edward P. Hemmelgarn
CRD#: 2736581
3690 Orange Place, Suite 400, Beachwood, OH 44122

Edward Hemmelgarn (CRD# 2736581) is an Investment Advisor Representative working at Shaker Investments in Beachwood, OH and has over 27 years of experience in the finance industry.

5
Sasha A. Kostadinov
CRD#: 2634525
3201 Enterprise Parkway, Suite 310, Beachwood, OH 44122

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.

6
Anthony J. Panuto
CRD#: 4987348
3201 Enterprise Parkway, Suite 310, Beachwood, OH 44122

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.

7
Bradley J. Wheeler
CRD#: 2956910
3201 Enterprise Parkway, Suite 310, Beachwood, OH 44122

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.

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