CRANBROOK WEALTH Overview
Cranbrook Wealth Management Llc is an investment advisor that manages 466.5 MM dollars in regulatory AUM and has 5 employees, of which 4 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/13 to 09/30/19. The fund's latest filing disclosed 347MM in positions, representing 74% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 09/30/19. The fund's latest filing disclosed 347MM in positions, representing 74% of the manager's regulatory AUM.
CRANBROOK WEALTH StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
CRANBROOK WEALTH Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| CASH | 10.64% | Financials | 15.74% | 0.86% | 3 | 4% | ||
| IVV | 6.37% | ETF | 11.33% | 0% | 0 | 4% | ||
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FEATURED IN
CRANBROOK WEALTH Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Richard E. Balamucki | Member / Owner / President | June-2004 |
| Casey J. Bear | Chief Executive Officer | November-2009 |
| Casey J. Bear | Chief Compliance Officer | January-2010 |
CRANBROOK WEALTH Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
CRANBROOK WEALTH Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis
To analyze potential investments we review information from a number of sources, both public and by purchase, including financial newspapers and magazines, research materials prepared by third-parties, corporate rating services, annual reports, prospectuses and filings with the SEC and company press releases. We also use general securities publications and research materials such as Morningstar Principia Mutual Fund Advanced, Y Charts, Value Line Investment Survey, S&P Stock Guide, Lipper Library and Mutual Fund Services, The Wall Street Journal, Barron’s, Investment Advisor, Journal of Financial Planners, Financial Planning, Financial Advisor, Profiles Plus, and Continuing Education Programs. We believe these resources for information are reliable and regularly depend on these resources for making our investment decisions; however, we are not responsible for the accuracy or completeness...
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Methods of Analysis
To analyze potential investments we review information from a number of sources, both public and by purchase, including financial newspapers and magazines, research materials prepared by third-parties, corporate rating services, annual reports, prospectuses and filings with the SEC and company press releases. We also use general securities publications and research materials such as Morningstar Principia Mutual Fund Advanced, Y Charts, Value Line Investment Survey, S&P Stock Guide, Lipper Library and Mutual Fund Services, The Wall Street Journal, Barron’s, Investment Advisor, Journal of Financial Planners, Financial Planning, Financial Advisor, Profiles Plus, and Continuing Education Programs. We believe these resources for information are reliable and regularly depend on these resources for making our investment decisions; however, we are not responsible for the accuracy or completeness...
Unlock Full Investment Process Description
CRANBROOK WEALTH Portfolio Concentration
CRANBROOK WEALTH Location
901 WILSHIRE DRIVE
SUITE 350
TROY, Michigan
UNITED STATES, 48084
SUITE 350
TROY, Michigan
UNITED STATES, 48084
CRANBROOK WEALTH Contact Information
Phone Number: 248-362-0900
Fax Number: 248-362-3230
Website: null
Fax Number: 248-362-3230
Website: null
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Disclaimer
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