EISNERAMPER WEALTH Overview

Eisneramper Wealth Management Corporate Benefits Llc is an investment advisor that manages 275 MM dollars in regulatory AUM and has 8 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 116MM in positions, representing 42% of the manager's regulatory AUM.

EISNERAMPER WEALTH StockAlpha

-1.4%
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

EISNERAMPER WEALTH Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IVW 15.8% ETF -1.71% -0.52% 0 2%
VEA 11.46% ETF -3.85% -0.62% 0 8%
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FEATURED IN
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EISNERAMPER WEALTH Founders and Key Employees

Name Title In Position Since
Marc L. Scudillo Managing Director; Chief Compliance Officer November-2001

EISNERAMPER WEALTH Brokers, Custodians, Auditors and Administrators

Type Company

EISNERAMPER WEALTH Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

A. EisnerAmper Wealth Management 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)

EisnerAmper Wealth Management 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 ...
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EISNERAMPER WEALTH Portfolio Concentration

EISNERAMPER WEALTH Location

111 WOOD AVENUE SOUTH
SUITE 110
ISELIN, New Jersey
UNITED STATES, 08830

EISNERAMPER WEALTH Contact Information

Phone Number: 908-429-0025
Fax Number: 908-429-5530
Website:

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