APRIEM ADVISORS Overview
Apriem Advisors is an investment advisor that manages 425.8 MM dollars in regulatory AUM and has 10 employees, of which 8 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/07 to 03/31/23. The fund's latest filing disclosed 625MM in positions, representing 147% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/07 to 03/31/23. The fund's latest filing disclosed 625MM in positions, representing 147% of the manager's regulatory AUM.
APRIEM ADVISORS StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
APRIEM ADVISORS Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SCHX | 12.25% | ETF | 2.46% | -0.02% | 1 | 6% | ||
| AAPL | 6.88% | Tech | 6.53% | -0.18% | 0 | 45% | ||
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FEATURED IN
APRIEM ADVISORS Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Mark K. Iwamoto | President, Ceo, Chief Investment Officer, Director, Shareholder | January-1998 |
| Harmon A. Kong | Secretary, Chief Wealth Manager, Director, Chief Compliance Officer, Shareholder | January-1998 |
| Truc T. Le | Shareholder | January-2000 |
| Rhonda L. Ducote | Cfo, Treasurer, Senior Wealth Manager, Director, Shareholder | January-2010 |
| Benjamin C. Lau | Vice President, Portfolio Manager, Director, Shareholder | January-2010 |
APRIEM ADVISORS Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
APRIEM ADVISORS Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis and Investment Strategies
As part of our Investment Management Services, Apriem Advisors manages client accounts according to our Tactical Index, Dynamic ETF, or All-Income Strategies. For clients utilizing our Wealth Management or Private Client Services, portfolios are managed on a customized basis.
Tactical Index (TI) Strategy
The TI strategy applies active technical analysis methods to a diversified mix of passive ETF investments to determine buy/sell trigger points. Technical analysis is the primary factor in managing accounts under the TI strategy. Technical analysis requires price movement data which can translate into price trends sufficient to dictate a market entry or exit decision. In a trendless or erratic market, a technical method may fail to identify trends requiring action. In addition, technical methods may overreact to minor price movements, establishing...
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Methods of Analysis and Investment Strategies
As part of our Investment Management Services, Apriem Advisors manages client accounts according to our Tactical Index, Dynamic ETF, or All-Income Strategies. For clients utilizing our Wealth Management or Private Client Services, portfolios are managed on a customized basis.
Tactical Index (TI) Strategy
The TI strategy applies active technical analysis methods to a diversified mix of passive ETF investments to determine buy/sell trigger points. Technical analysis is the primary factor in managing accounts under the TI strategy. Technical analysis requires price movement data which can translate into price trends sufficient to dictate a market entry or exit decision. In a trendless or erratic market, a technical method may fail to identify trends requiring action. In addition, technical methods may overreact to minor price movements, establishing...
Unlock Full Investment Process Description
APRIEM ADVISORS Portfolio Concentration
APRIEM ADVISORS Location
19200 VON KARMAN AVENUE
SUITE 1050
IRVINE, California
UNITED STATES, 92612
SUITE 1050
IRVINE, California
UNITED STATES, 92612
APRIEM ADVISORS Contact Information
Phone Number: (949) 253-8888
Fax Number: (949) 253-8891
Website: http://www.apriem.com
Fax Number: (949) 253-8891
Website: http://www.apriem.com
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