FINANCIAL ADVISORY Overview
Financial Advisory Group is an investment advisor that manages 714.8 MM dollars in regulatory AUM and has 14 employees, of which 8 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/11 to 09/30/20. The fund's latest filing disclosed 310MM in positions, representing 43% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/11 to 09/30/20. The fund's latest filing disclosed 310MM in positions, representing 43% of the manager's regulatory AUM.
FINANCIAL ADVISORY StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
FINANCIAL ADVISORY Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SPY | 18.75% | ETF | 14.82% | 0% | 0 | 22% | ||
| VOO | 17.09% | ETF | 14.85% | -0.03% | 0 | 10% | ||
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FEATURED IN
FINANCIAL ADVISORY Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Richard J. Alphonso | President | June-1997 |
| Steven A. Estrin | Chairman/Chief Compliance Officer | June-1997 |
FINANCIAL ADVISORY Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
FINANCIAL ADVISORY Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
A. The Financial Advisory Group may utilize the following methods of security analysis:
Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)
Cyclical – (analysis performed on historical relationships between price and market trends, to forecast the direction of prices)
The Financial Advisory Group 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 a year)
Please Note: Investment Risk. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by The F...
Unlock Full Investment Process Description
A. The Financial Advisory Group may utilize the following methods of security analysis:
Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)
Cyclical – (analysis performed on historical relationships between price and market trends, to forecast the direction of prices)
The Financial Advisory Group 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 a year)
Please Note: Investment Risk. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by The F...
Unlock Full Investment Process Description
FINANCIAL ADVISORY Portfolio Concentration
FINANCIAL ADVISORY Location
5599 SAN FELIPE
SUITE 900
HOUSTON, Texas
UNITED STATES, 77056
SUITE 900
HOUSTON, Texas
UNITED STATES, 77056
FINANCIAL ADVISORY Contact Information
Phone Number: 713-627-7660
Fax Number: 713-627-9828
Website: http://www.finadvisors.com
Fax Number: 713-627-9828
Website: http://www.finadvisors.com
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