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 09/30/16. The fund's latest filing disclosed 200MM in positions, representing 43% of the manager's regulatory AUM.

CRANBROOK WEALTH StockAlpha

-4.3%
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

CRANBROOK WEALTH Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
EFG 8.83% ETF -6.36% -0.97% 2 3%
VTV 6.49% ETF 8.26% 0.23% 0 2%
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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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CRANBROOK WEALTH Portfolio Concentration

CRANBROOK WEALTH Location

901 WILSHIRE DRIVE
SUITE 350
TROY, Michigan
UNITED STATES, 48084

CRANBROOK WEALTH Contact Information

Phone Number: 248-362-0900
Fax Number: 248-362-3230
Website:

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