BENEDICT FINANCIAL Overview
Benedict Financial Advisors Inc is an investment advisor that manages 196.8 MM dollars in regulatory AUM and has 6 employees, of which 4 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/14 to 09/30/20. The fund's latest filing disclosed 260MM in positions, representing 132% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 09/30/20. The fund's latest filing disclosed 260MM in positions, representing 132% of the manager's regulatory AUM.
BENEDICT FINANCIAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BENEDICT FINANCIAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 5.37% | Tech | 20.29% | 0.3% | 0 | 36% | ||
| MSFT | 5.28% | Tech | 7.71% | -0.35% | 0 | 43% | ||
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FEATURED IN
BENEDICT FINANCIAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Philip C. Benedict | Ceo | October-1982 |
| Mark A. Beaver | Shareholder/Chief Compliance Officer | October-2012 |
| Travis M. James | Shareholder | January-2007 |
BENEDICT FINANCIAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
BENEDICT FINANCIAL Investment Strategy
BENEDICT FINANCIAL Portfolio Concentration
BENEDICT FINANCIAL Location
6000 LAKE FORREST DRIVE
SUITE 550
ATLANTA, Georgia
UNITED STATES, 30328-5901
SUITE 550
ATLANTA, Georgia
UNITED STATES, 30328-5901
BENEDICT FINANCIAL Contact Information
Phone Number: 770-671-8228
Fax Number: 770-671-0232
Website: null
Fax Number: 770-671-0232
Website: null
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