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 09/30/16. The fund's latest filing disclosed 232MM in positions, representing 32% of the manager's regulatory AUM.

FINANCIAL ADVISORY StockAlpha

-2.6%
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

FINANCIAL ADVISORY Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SPY 17.08% ETF 2.5% 0% 0 29%
DBEF 15.55% ETF 3.26% 0.09% 0 1%
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FEATURED IN
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Wall Street Journal Logo
Pensions & Investments logo
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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...
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FINANCIAL ADVISORY Portfolio Concentration

FINANCIAL ADVISORY Location

5599 SAN FELIPE
SUITE 900
HOUSTON, Texas
UNITED STATES, 77056

FINANCIAL ADVISORY Contact Information

Phone Number: 713-627-7660
Fax Number: 713-627-9828
Website:

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