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 09/30/16. The fund's latest filing disclosed 335MM in positions, representing 79% of the manager's regulatory AUM.

APRIEM ADVISORS StockAlpha

-3.2%
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

APRIEM ADVISORS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SCHD 9.52% ETF 1.3% -0.01% 1 3%
SCHV 4.87% ETF 3.36% 0.09% 2 0%
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FEATURED IN
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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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APRIEM ADVISORS Portfolio Concentration

APRIEM ADVISORS Location

19200 VON KARMAN AVENUE
SUITE 1050
IRVINE, California
UNITED STATES, 92612

APRIEM ADVISORS Contact Information

Phone Number: (949) 253-8888
Fax Number: (949) 253-8891
Website:

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