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 09/30/21. The fund's latest filing disclosed 175MM in positions, representing 64% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 09/30/21. The fund's latest filing disclosed 175MM in positions, representing 64% of the manager's regulatory AUM.
EISNERAMPER WEALTH StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
EISNERAMPER WEALTH Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IVW | 12.42% | ETF | 9.53% | -1.26% | 0 | 8% | ||
| VEA | 7.69% | ETF | 28.44% | 1.04% | 0 | 11% | ||
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FEATURED IN
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 ...
Unlock Full Investment Process Description
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 ...
Unlock Full Investment Process Description
EISNERAMPER WEALTH Portfolio Concentration
EISNERAMPER WEALTH Location
111 WOOD AVENUE SOUTH
SUITE 110
ISELIN, New Jersey
UNITED STATES, 08830
SUITE 110
ISELIN, New Jersey
UNITED STATES, 08830
EISNERAMPER WEALTH Contact Information
Phone Number: 908-429-0025
Fax Number: 908-429-5530
Website: http://www.eisneramper.com
Fax Number: 908-429-5530
Website: http://www.eisneramper.com
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