ARETE WEALTH ADVISORS Overview

Arete Wealth Advisors Llc is an investment advisor that manages 588.5 MM dollars in regulatory AUM and has 49 employees, of which 46 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 09/30/16. The fund's latest filing disclosed 175MM in positions, representing 30% of the manager's regulatory AUM.

ARETE WEALTH ADVISORS StockAlpha

-7.7%
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

ARETE WEALTH ADVISORS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AIG-W 5.53% Financials 3.54% -0.95% 1 4%
BAC 5.43% Financials 36.16% 0.76% 0 29%
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FEATURED IN
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ARETE WEALTH ADVISORS Founders and Key Employees

Name Title In Position Since
Joshua D. Rogers President November-2007
Unbo Chung Chief Compliance Officer January-2014

ARETE WEALTH ADVISORS Brokers, Custodians, Auditors and Administrators

Type Company

ARETE WEALTH ADVISORS Investment Strategy

Item 8 – Client Contact with Portfolio Managers


Client contact with Portfolio Managers will vary widely depending on the number of clients each Portfolio Manager is involved with within their respective practice and/or the number of accounts over which the Portfolio Manager has discretion.

Generally, client accounts are reviewed periodically or in response to client requests. Generally, clients will not participate in the review. Arrangements for formal reviews are determined by us on a case-by-case basis. Additional reviews may be provided based on a significant change in the market, the client’s financial situation, significant additions to or withdrawals from the account, transactions and significant changes in asset allocations, or at our or the client’s request.


Item 9 – Additional Information


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ARETE WEALTH ADVISORS Portfolio Concentration

ARETE WEALTH ADVISORS Location

1699 E. WOODFIELD RD. SUITE 565
SCHAUMBURG, Illinois
UNITED STATES, 60173

ARETE WEALTH ADVISORS Contact Information

Phone Number: 847-658-8366
Fax Number: 847-277-7239
Website:

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