BOUCHEY FINANCIAL Overview
Bouchey Financial Group Ltd is an investment advisor that manages 282.1 MM dollars in regulatory AUM and has 6 employees, of which 3 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/13 to 06/30/21. The fund's latest filing disclosed 91MM in positions, representing 32% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 06/30/21. The fund's latest filing disclosed 91MM in positions, representing 32% of the manager's regulatory AUM.
BOUCHEY FINANCIAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BOUCHEY FINANCIAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VXF | 13.98% | ETF | 2.71% | -0.56% | 0 | 0% | ||
| VSMV | 13.7% | Financials | 5.39% | -0.17% | 40 | 0% | ||
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FEATURED IN
BOUCHEY FINANCIAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Steven B. Bouchey | President | September-1995 |
| Martin X. Shields | Vice President, Chief Operating Officer, Chief Compliance Officer | February-2013 |
| Ryan S. Bouchey | Chief Financial Officer And Vice President | September-2012 |
BOUCHEY FINANCIAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
BOUCHEY FINANCIAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
A. Bouchey Financial may utilize the following methods of security analysis:
Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)
Technical – (analysis performed on historical and present data, focusing on price and trade volume, to forecast the direction of prices)
7
Bouchey Financial may utilize the following investment strategies when implementing investment advice given to clients:
Long Term Purchases (securities held at least a year)
Short Term Purchases (securities sold within a year)
Trading (securities sold within thirty (30) days)
Short Sales (contracted sale of borrowed securities with an obligation to make the lender whole)
Margin Transactions (use of borrowed assets to purchase financial instruments)
Options (contract for th...
Unlock Full Investment Process Description
A. Bouchey Financial may utilize the following methods of security analysis:
Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)
Technical – (analysis performed on historical and present data, focusing on price and trade volume, to forecast the direction of prices)
7
Bouchey Financial may utilize the following investment strategies when implementing investment advice given to clients:
Long Term Purchases (securities held at least a year)
Short Term Purchases (securities sold within a year)
Trading (securities sold within thirty (30) days)
Short Sales (contracted sale of borrowed securities with an obligation to make the lender whole)
Margin Transactions (use of borrowed assets to purchase financial instruments)
Options (contract for th...
Unlock Full Investment Process Description
BOUCHEY FINANCIAL Portfolio Concentration
BOUCHEY FINANCIAL Location
1819 FIFTH AVENUE
TROY, New York
UNITED STATES, 12180-3302
TROY, New York
UNITED STATES, 12180-3302
BOUCHEY FINANCIAL Contact Information
Phone Number: 518-720-3333
Fax Number: 518-874-5001
Website: http://www.bouchey.com
Fax Number: 518-874-5001
Website: http://www.bouchey.com
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