Insights

Closed-End Funds Specialization Shaker Financial Services specializes in the trading of Closed-End Funds, providing tailored portfolio options with exposure to equities, bonds, and foreign markets.

Consistent Investment Activity Recent news highlights consistent investment activities by Shaker Financial Services, with acquisitions in various funds, indicating potential for partnership opportunities with similar funds or asset management firms.

Growing Investment Portfolio With investments in a diverse range of funds such as Neuberger Berman, INVESCO, and Special Opportunities Fund, Shaker Financial Services showcases a growing and dynamic investment portfolio, suggesting potential for cross-selling or collaboration opportunities.

Digital Footprint and Technology Integration Utilizing technologies like Drupal, Google Analytics, and PHP, Shaker Financial Services demonstrates a commitment to digital innovation, presenting opportunities for tech-driven partnerships or solutions in the financial services sector.

Competitive Positioning and Niche Market Focus In a competitive industry landscape, Shaker Financial Services' boutique status and focus on Closed-End Funds create a unique market positioning, opening doors for strategic alliances or targeted marketing initiatives within the niche segment.

Shaker Financial Services, LLC Tech Stack

Shaker Financial Services, LLC uses 8 technology products and services including Drupal, Lightbox, jQuery, and more. Explore Shaker Financial Services, LLC's tech stack below.

  • Drupal
    Content Management System
  • Lightbox
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • Google Maps
    Maps
  • PHP
    Programming Languages
  • X-Content-Type-Options
    Web & Portal Technology
  • Google Analytics
    Web Analytics
  • Nginx
    Web Servers

Media & News

Shaker Financial Services, LLC's Email Address Formats

Shaker Financial Services, LLC uses at least 1 format(s):
Shaker Financial Services, LLC Email FormatsExamplePercentage
First@shakerfinancial.comJohn@shakerfinancial.com
33%
Last@shakerfinancial.comDoe@shakerfinancial.com
17%
First@shakerfinancial.comJohn@shakerfinancial.com
33%
Last@shakerfinancial.comDoe@shakerfinancial.com
17%

Frequently Asked Questions

Where is Shaker Financial Services, LLC's headquarters located?

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Shaker Financial Services, LLC's main headquarters is located at 1220 N Fillmore St. Suite 400, Arlington, Virginia 22201, US. The company has employees across 1 continents, including North America.

What is Shaker Financial Services, LLC's phone number?

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You can contact Shaker Financial Services, LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Shaker Financial Services, LLC's official website and social media links?

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Shaker Financial Services, LLC's official website is shakerfinancial.com and has social profiles on LinkedIn.

What is Shaker Financial Services, LLC's SIC code NAICS code?

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Shaker Financial Services, LLC's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Shaker Financial Services, LLC have currently?

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As of May 2025, Shaker Financial Services, LLC has approximately 4 employees across 1 continents, including North America. Key team members include Portfolio Manager, Chief CEF Strategist: R. S.Director Of Operations & Marketing: M. J.Portfolio Manager: D. G.. Explore Shaker Financial Services, LLC's employee directory with LeadIQ.

What industry does Shaker Financial Services, LLC belong to?

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Shaker Financial Services, LLC operates in the Financial Services industry.

What technology does Shaker Financial Services, LLC use?

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Shaker Financial Services, LLC's tech stack includes DrupalLightboxjQueryGoogle MapsPHPX-Content-Type-OptionsGoogle AnalyticsNginx.

What is Shaker Financial Services, LLC's email format?

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Shaker Financial Services, LLC's email format typically follows the pattern of . Find more Shaker Financial Services, LLC email formats with LeadIQ.

When was Shaker Financial Services, LLC founded?

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Shaker Financial Services, LLC was founded in 1995.
Shaker Financial Services, LLC

Shaker Financial Services, LLC

Financial ServicesUnited States2-10 Employees

Shaker Financial Services, LLC is a boutique investment advisory firm specializing in the trading of Closed-End Funds.  Through quantitative methodologies such as our core Discount Capture© strategy, we strive to provide the best possible returns for your risk tolerance.

Closed-end funds (CEFs) are excellent vehicles for crafting balanced portfolios that have the particular risk level and market exposure that each individual client desires.  Our portfolio of CEFs allows for exposure to equities, bonds, multiple sectors and foreign markets.

Section iconCompany Overview

Headquarters
1220 N Fillmore St. Suite 400, Arlington, Virginia 22201, US
Phone number
SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
1995
Employees
2-10

Section iconFunding & Financials

Section iconFunding & Financials

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