BURT WEALTH ADVISORS Overview

Burt Wealth Advisors is an investment advisor that manages 522.8 MM dollars in regulatory AUM and has 12 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/14 to 09/30/16. The fund's latest filing disclosed 94MM in positions, representing 18% of the manager's regulatory AUM.

BURT WEALTH ADVISORS StockAlpha

+2361342%
Top 25%
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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

BURT WEALTH ADVISORS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SPY 20.67% ETF 4.72% 0% 0 29%
VWO 14.46% ETF -2.47% -1.11% 0 14%
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FEATURED IN
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BURT WEALTH ADVISORS Founders and Key Employees

Name Title In Position Since
Frederick J. Cornelius President, Ceo And Chief Compliance Officer January-2003
Maria G. Cornelius Executive Vice President January-2003

BURT WEALTH ADVISORS Brokers, Custodians, Auditors and Administrators

Type Company

BURT WEALTH ADVISORS Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

A. Burt Wealth may utilize the following methods of security analysis:
 Charting - (analysis performed using patterns to identify current trends and trend reversals to forecast the direction of prices)
 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)
 Cyclical – (analysis performed on historical relationships between price and market trends, to forecast the direction of prices)

Burt Wealth 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 ...
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BURT WEALTH ADVISORS Portfolio Concentration

BURT WEALTH ADVISORS Location

6010 EXECUTIVE BLVD
SUITE 900
ROCKVILLE, Maryland
UNITED STATES, 20852

BURT WEALTH ADVISORS Contact Information

Phone Number: 301-770-9880
Fax Number: 301-770-9885
Website:

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