BROUWER & JANACHOWSKI Overview
Brouwer & Janachowski Llc is an investment advisor that manages 1.3 BN dollars in regulatory AUM and has 18 employees, of which 7 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/13 to 12/31/20. The fund's latest filing disclosed 569MM in positions, representing 44% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 12/31/20. The fund's latest filing disclosed 569MM in positions, representing 44% of the manager's regulatory AUM.
BROUWER & JANACHOWSKI StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BROUWER & JANACHOWSKI Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VOO | 30.5% | ETF | 2.03% | -0.01% | 0 | 13% | ||
| IEF | 18.3% | ETF | -3.88% | -0.82% | 0 | 5% | ||
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FEATURED IN
BROUWER & JANACHOWSKI Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Kurt D. Brouwer | Elected Manager, Vice President, Secretary, Treasurer | January-2008 |
| Stephen R. Janachowski | Elected Manager, President, Chief Executive Officer | January-2008 |
| Suzanne M. Williamson | Vice President Operations, Chief Compliance Officer | January-2008 |
| Rita Lee | Vice President, Member | August-2008 |
| Jack H. Scaff | Vice President, Member | November-2008 |
| Margaret Pike | Chief Operating Officer | July-2014 |
BROUWER & JANACHOWSKI Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
BROUWER & JANACHOWSKI Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss…………………………. 5
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BROUWER & JANACHOWSKI Portfolio Concentration
BROUWER & JANACHOWSKI Location
1831 TIBURON BLVD
TIBURON, California
UNITED STATES, 94920
TIBURON, California
UNITED STATES, 94920
BROUWER & JANACHOWSKI Contact Information
Phone Number: 415-435-8330
Fax Number: 415-435-8526
Website: http://www.planningforpartners.com
Fax Number: 415-435-8526
Website: http://www.planningforpartners.com
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