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About James M. Sizemore of STRATEGIC WEALTH

James M. Sizemore is Cfo at Strategic Wealth Management Inc and has been affiliated with Strategic Wealth Management Inc since December-1993.

Strategic Wealth Management Inc is an investment advisor that manages 364.6 MM dollars in regulatory AUM and has 7 employees, of which 6 perform investment advisory functions. The managers's latest filing has disclosed 34MM in positions, which represents 9% of the manager's regulatory AUM.

For more on Strategic Wealth Management Inc including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile


Top 25%
StockAlpha 3 yr performance attributed to stock picking: -0.9%/yr

Co-workers of James M. Sizemore at STRATEGIC WEALTH

Name Title In Position Since
Patrick L. Sizemore Ceo, President And Chief Compliance Officer September-1988

STRATEGIC WEALTH Month to Date Performance Details

Ticker Size Sector Stock Move Sector Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
XLP 24.7437% ETF -4.71% 2.67% -1.69% 0 7%
XLV 17.51115% ETF -2.41% 2.67% -0.89% 0 8%
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James M. Sizemore Office Address

KIRKLAND, Washington
UNITED STATES, 98033-6240

James M. Sizemore Contact Information

Phone Number: 425-250-7600
Fax Number: 425-250-7636



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