Shaker Investments

Shaker Investments (CRD# 119135) is a financial advisory firm headquartered in Beachwood, OH. They manage $119,459,855 in 111 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    119
    MILLION
  • Total Number of Accounts
    111
    ACCOUNTS
  • Average Account Value
    $1,076,215
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Shaker Investments
Showing 1 - 3 of 3 top financial advisors.
1
Edward P. Hemmelgarn
CRD#: 2736581
3690 Orange Place, Suite 400, Beachwood, OH 44122
98
Wealthminder
score

Edward Hemmelgarn (CRD# 2736581) is an Investment Advisor Representative working at Shaker Investments in Beachwood, OH and has over 20 years of experience in the finance industry.

2
Anthony J. Panuto
CRD#: 4987348
3201 Enterprise Parkway, Suite 310, Beachwood, OH 44122
93
Wealthminder
score

Anthony Panuto (CRD# 4987348) is an Investment Advisor Representative working at Shaker Investments in Beachwood, OH and has over 10 years of experience in the finance industry.

3
Richard H. Rund
CRD#: 4992229
3201 Enterprise Parkway, Suite 310, Beachwood, OH 44122
90
Wealthminder
score

Richard Rund (CRD# 4992229) is an Investment Advisor Representative working at Shaker Investments in Beachwood, OH and has over 5 years of experience in the finance industry.

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