BENJAMIN F. EDWARDS & Overview
Benjamin F. Edwards & Company Inc. is an investment advisor that manages 5.4 BN dollars in regulatory AUM and has 398 employees, of which 246 perform investment advisory functions.
The manager's has disclosed holdings from 06/30/13 to 06/30/19. The fund's latest filing disclosed 1BN in positions, representing 22% of the manager's regulatory AUM.
The manager's has disclosed holdings from 06/30/13 to 06/30/19. The fund's latest filing disclosed 1BN in positions, representing 22% of the manager's regulatory AUM.
BENJAMIN F. EDWARDS & StockAlpha
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Fundamental & Technical Factor Exposure
BENJAMIN F. EDWARDS & Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IVW | 3.13% | ETF | 0.63% | -0.04% | 0 | 2% | ||
| IVE | 2.83% | ETF | 2.89% | 0.04% | 0 | 1% | ||
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FEATURED IN
BENJAMIN F. EDWARDS & Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Benjamin Franklin Iv Edwards | Chairman/Chief Executive Officer, President | August-2008 |
| Cynthia Lyn Bohme | Director/Corporate Secretary/Chief Administrative Officer | August-2008 |
| Edgar Allen Ii Cole | Director/Executive Director Of Law & Compliance/Chief Counsel | November-2008 |
| Thomas Hayden Jr Martin | Director/Chief Financial Officer | September-2009 |
| John William Forrester | Director/Regional Manager | April-2010 |
| Albert Joseph Jr Tylka | Director/Director Of Operations | July-2010 |
| Martin Wade Altenberger | Director/Director Of Branch Services, Regional Manager | May-2010 |
| Christopher M Keller | Director/Chief Information Officer | April-2010 |
| Douglas David Rubenstein | Director/Director Of Capital Markets & Business Strategy | June-2012 |
| Kortney Justine Christensen | Director/Director Of Sales & Marketing | August-2013 |
| Roger Allen Buller | Director/Regional Manager | November-2010 |
| Joseph Edward Petty | Director/Regional Manager | October-2012 |
| Blake Robert Dunlop | Director/Regional Manager | January-2012 |
| David William Hanson | Director/Regional Manager | August-2013 |
| Mark Patterson Fellows | Director/Regional Manager | November-2013 |
| Sandra Lynn Dye | Director/Assistant Director Of Operations | November-2013 |
| Joanne Marie Welker | Director/Manager Advisory Services | November-2013 |
| Lois Marie Moore Powell | Director/Regional Manager | November-2013 |
| Billy Joe Wisdom | Chief Compliance Officer | January-2015 |
BENJAMIN F. EDWARDS & Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
BENJAMIN F. EDWARDS & Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
A variety of methods of analysis and investment strategies are utilized by affiliated and non-affiliated portfolio managers in the BFEC sponsored advisory programs. BFEC’s advisory programs employ several methods of analysis, including but not limited to charting, fundamental analysis of a company’s financials and technical analysis of market activity. Within each method of analysis, portfolio managers may employ a variety of time- horizon outlooks, including long-term strategic, intermediate cyclical or short-term tactical.
Regardless of the method of analysis and investment strategy, the investment advisory programs involve investing in securities which contain a risk of loss of principal that the client should be prepared to bear. All securities are subject to risk, and there is no assurance that any investment program or strategy will be successful.
In addition to the risks associated with invest...
Unlock Full Investment Process Description
A variety of methods of analysis and investment strategies are utilized by affiliated and non-affiliated portfolio managers in the BFEC sponsored advisory programs. BFEC’s advisory programs employ several methods of analysis, including but not limited to charting, fundamental analysis of a company’s financials and technical analysis of market activity. Within each method of analysis, portfolio managers may employ a variety of time- horizon outlooks, including long-term strategic, intermediate cyclical or short-term tactical.
Regardless of the method of analysis and investment strategy, the investment advisory programs involve investing in securities which contain a risk of loss of principal that the client should be prepared to bear. All securities are subject to risk, and there is no assurance that any investment program or strategy will be successful.
In addition to the risks associated with invest...
Unlock Full Investment Process Description
BENJAMIN F. EDWARDS & Portfolio Concentration
BENJAMIN F. EDWARDS & Location
ONE NORTH BRENTWOOD BOULEVARD
SUITE 850
ST. LOUIS, Missouri
UNITED STATES, 63105
SUITE 850
ST. LOUIS, Missouri
UNITED STATES, 63105
BENJAMIN F. EDWARDS & Contact Information
Phone Number: 314-726-1600
Fax Number: 314-726-1601
Website: null
Fax Number: 314-726-1601
Website: null
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