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 09/30/18. The fund's latest filing disclosed 223MM in positions, representing 113% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 09/30/18. The fund's latest filing disclosed 223MM in positions, representing 113% of the manager's regulatory AUM.
BENEDICT FINANCIAL StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
BENEDICT FINANCIAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 4.67% | Tech | -7.89% | 0.39% | 0 | 41% | ||
| AAPL | 3.8% | Tech | -26.93% | -0.45% | 0 | 42% | ||
|
Unlock Positions and Returns Details |
||||||||
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
READ RECENT SYMMETRIC REPORTS
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here