ADVISORS ASSET Overview

Advisors Asset Management Inc. is an investment advisor that manages 654.1 MM dollars in regulatory AUM and has 243 employees, of which 160 perform investment advisory functions.

The manager's has disclosed holdings from 06/30/07 to 09/30/16. The fund's latest filing disclosed 6BN in positions, representing 932% of the manager's regulatory AUM.

ADVISORS ASSET StockAlpha

-2.9%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

ADVISORS ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VZ 1.03% Telecom -2.01% -0.04% 0 28%
PFE 0.94% Health -5.89% -0.01% 0 34%
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FEATURED IN
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Wall Street Journal Logo
Pensions & Investments logo
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ADVISORS ASSET Founders and Key Employees

Name Title In Position Since
Scott Irvin Colyer Chief Executive Officer/Director January-2008
Lisa Anne Colyer Exec. Vp/Director January-2008
Randal Jason Pegg Exec. Vp/Director January-2008
Christopher Thomas Genovese Exec. Vp/Director January-2008
James Robert Costas Sr. Exec. Vp/Director January-2008
Alex R Meitzner Sr. Vp January-2008
Jack David Simkin Director January-2008
Roger Scott Roberg Chief Financial Officer/Director January-2008
Andrew Stephen Williams President/Director January-2008
John Edwin Webber Chief Compliance Officer/Secretary August-2011
Bart Patrick Mr. Daniel Chief Strategy Officer March-2013
Robert Charles Mcnamara Exec. Vp March-2013
Brian Wayne Gilbert First Vp October-2012

ADVISORS ASSET Brokers, Custodians, Auditors and Administrators

Type Company

ADVISORS ASSET Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Our firm employs fundamental, technical, and charting analysis to formulate SMA client recommendations.

Fundamental Analysis: Fundamental analysis of a business involves analyzing its income statement, financial statements and health, its management and competitive advantages, and its competitors and markets. Fundamental analysis school of thought maintains that markets may mis-price a security in the short run but that the "correct" price will eventually be reached. Profits can be made by trading the mis-priced security and then waiting for the market to recognize its "mistake" and re-price the security. However, fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market regardless of the economic and financial factors considered in evaluating the stock. Therefore, unforeseen...
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ADVISORS ASSET Portfolio Concentration

ADVISORS ASSET Location

18925 BASE CAMP ROAD
SUITE 203
MONUMENT, Colorado
UNITED STATES, 80132

ADVISORS ASSET Contact Information

Phone Number: 719-488-9956
Fax Number: 719-488-4215
Website:

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