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 09/30/16. The fund's latest filing disclosed 566MM in positions, representing 11% of the manager's regulatory AUM.

BENJAMIN F. EDWARDS & StockAlpha

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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

BENJAMIN F. EDWARDS & Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
TLT 2.56% ETF -14.06% -0.4% 0 6%
IJJ 2.27% ETF 12.52% 0.18% 1 1%
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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...
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BENJAMIN F. EDWARDS & Portfolio Concentration

BENJAMIN F. EDWARDS & Location

ONE NORTH BRENTWOOD BOULEVARD
SUITE 850
ST. LOUIS, Missouri
UNITED STATES, 63105

BENJAMIN F. EDWARDS & Contact Information

Phone Number: 314-726-1600
Fax Number: 314-726-1601
Website:

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