DESTINATION WEALTH Overview

Destination Wealth Management is an investment advisor that manages 1.5 BN dollars in regulatory AUM and has 30 employees, of which 18 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/03 to 09/30/16. The fund's latest filing disclosed 1BN in positions, representing 87% of the manager's regulatory AUM.

DESTINATION WEALTH StockAlpha

-2.5%
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

DESTINATION WEALTH Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AGG 15.78% ETF -3.06% -0.66% 0 3%
IVV 10.4% ETF 3.82% -0% 0 9%
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FEATURED IN
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DESTINATION WEALTH Founders and Key Employees

Name Title In Position Since
Michael A. Yoshikami Ceo July-1996
George K. Chin President January-2013
Alexis B. Stice Chief Compliance Officer June-2008

DESTINATION WEALTH Brokers, Custodians, Auditors and Administrators

Type Company

DESTINATION WEALTH Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Methods of Analysis


Our investment philosophy is one of tactical allocation. Multiple tiers of assessment are utilized as

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Destination Wealth Management IARD/CRD No: 110365
Form ADV, Part 2A SEC File No.: 801-53077
Disclosure Brochure November 18, 2014




we develop portfolio investment strategy. We assess trends in the global economy, and take those findings into consideration as we invest client's portfolios. We research individual assets while taking into acco...
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DESTINATION WEALTH Portfolio Concentration

DESTINATION WEALTH Location

1255 TREAT BOULEVARD
SUITE 900
WALNUT CREEK, California
UNITED STATES, 94597

DESTINATION WEALTH Contact Information

Phone Number: 925-935-2900
Fax Number: 925-935-1808
Website:

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