This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-23-2004
- Office Locations
- 3
Office Locations
About Shaker Financial Services
Shaker Financial Services is an RIA serving retail and institutional investors with goal-focused financial planning and portfolio construction built on proprietary quantitative strategies aimed at enhancing returns for long-term savers. The firm offers a range of account types and primarily implements portfolios through public funds, including mutual funds and ETFs. Notable for a 5-star overall Morningstar rating.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
KATHRYN SHAKER BAUMMER
Advisor, PARTNER
- CRD
- --
- Ownership
- 50% but less than 75%
ROBERT M. SHAKER
Advisor, Chief Compliance Officer
- CRD
- #4865114
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
DANIEL RICHARD GORDON
Partner
- CRD
- #5235977
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $286,320,400 | $486,939 |
| Non-Discretionary | $0 | -- |
| Total | $286,320,400 | $486,939 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing