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 12/31/22. The fund's latest filing disclosed 299MM in positions, representing 57% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 12/31/22. The fund's latest filing disclosed 299MM in positions, representing 57% of the manager's regulatory AUM.
BURT WEALTH ADVISORS StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BURT WEALTH ADVISORS Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| CACI | 10.7% | Tech | -6.61% | -1.73% | 1 | 4% | ||
| BIV | 10.05% | ETF | 3.8% | 0.21% | 0 | 3% | ||
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FEATURED IN
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 ...
Unlock Full Investment Process Description
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 ...
Unlock Full Investment Process Description
BURT WEALTH ADVISORS Portfolio Concentration
BURT WEALTH ADVISORS Location
6010 EXECUTIVE BLVD
SUITE 900
ROCKVILLE, Maryland
UNITED STATES, 20852
SUITE 900
ROCKVILLE, Maryland
UNITED STATES, 20852
BURT WEALTH ADVISORS Contact Information
Phone Number: 301-770-9880
Fax Number: 301-770-9885
Website: http://www.burtwealthadvisors.com
Fax Number: 301-770-9885
Website: http://www.burtwealthadvisors.com
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