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 21 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 11 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 6 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.