ADVISORY SERVICES Overview

Advisory Services Network Llc is an investment advisor that manages 798.2 MM dollars in regulatory AUM and has 49 employees, of which 43 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/12 to 09/30/16. The fund's latest filing disclosed 532MM in positions, representing 67% of the manager's regulatory AUM.

ADVISORY SERVICES StockAlpha

-3.1%
Top 25%
3yr StockAlpha Register for more...

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

ADVISORY SERVICES Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
XOM 2.05% Energy 0.61% -0.09% 0 29%
AAPL 1.77% Tech -2.29% 0% 0 42%
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FEATURED IN
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Wall Street Journal Logo
Pensions & Investments logo
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ADVISORY SERVICES Founders and Key Employees

Name Title In Position Since
David E. Paulukaitis Managing Member February-2010
Thomas C. Prescott Managing Member February-2010
Laura A. Tedball Chief Compliance Officer December-2014

ADVISORY SERVICES Brokers, Custodians, Auditors and Administrators

Type Company

ADVISORY SERVICES Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Our IARs select specific investments for your portfolios through the use of fundamental and technical analysis.


Fundamental analysis is a method of evaluating a company that has issued securities by attempting to measure the value of its underlying assets. This entails studying overall economic and industry conditions as well as the financial condition and the quality of the company’s management. Earnings, expenses, assets, and liabilities are all important in determining the value of a company. The value is then compared to the current price of the company’s securities to determine whether to purchase, sell or hold those securities.

Technical analysis is a method of evaluating securities by analyzing statistics associated with market activity, such as past prices and trading volume. Technical analysts do not attempt to measure a security's intrinsic value, but instead use charts an...
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ADVISORY SERVICES Portfolio Concentration

ADVISORY SERVICES Location

1040 CROWN POINTE PARKWAY
SUITE 840
ATLANTA, Georgia
UNITED STATES, 30338

ADVISORY SERVICES Contact Information

Phone Number: 770.352.0449
Fax Number: 770.352.0038
Website:

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