FINANCIAL ADVISORY Overview
Financial Advisory Service Inc. is an investment advisor that manages 893.1 MM dollars in regulatory AUM and has 16 employees, of which 15 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/13 to 03/31/20. The fund's latest filing disclosed 572MM in positions, representing 64% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 03/31/20. The fund's latest filing disclosed 572MM in positions, representing 64% 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 | ||
|---|---|---|---|---|---|---|---|---|
| VTI | 8.46% | ETF | 25.42% | 0.12% | 0 | 12% | ||
| ACWV | 7.63% | ETF | 11.67% | -0.58% | 1 | 0% | ||
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FEATURED IN
FINANCIAL ADVISORY Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Carol D. Sloan | Chief Compliance Officer | March-2004 |
| Max W. Greer | President, Director | February-1983 |
| James G. Dussold | Vice President, Director | February-1996 |
| John A. Meier | General Legal Counsel | March-1997 |
| Jerome W. Mckenzie | Aml Officer | October-2004 |
| Scott A. Sadaro | Chief Financial Officer | June-2008 |
| John T. Meier | Shareholder | January-2013 |
| Michael L. Best | Shareholder | January-2014 |
FINANCIAL ADVISORY Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
FINANCIAL ADVISORY Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Financial Advisory Service uses financial reporting services, Morningstar, Zephyr, multiple investment bank or brokerage firm research products and numerous other investment information services for investment research and analyses.
Investment strategies and recommendations may be based upon consideration of any of the following:
• Diversification – for the purpose of balancing risk while maintaining the possibility of
gain;
• Risk Factors – including without limitation the risk of capital loss (market risk) and the risk of loss of purchasing power (inflation risk), and your understanding of, and financial ability to bear, such risks;
• Asset Allocation – taking into consideration short-term and long-term liquidity needs, blending of lesser and greater risk approaches, and combining income, growth, and safety concepts;
• Discipline – emphasizing c...
Unlock Full Investment Process Description
Financial Advisory Service uses financial reporting services, Morningstar, Zephyr, multiple investment bank or brokerage firm research products and numerous other investment information services for investment research and analyses.
Investment strategies and recommendations may be based upon consideration of any of the following:
• Diversification – for the purpose of balancing risk while maintaining the possibility of
gain;
• Risk Factors – including without limitation the risk of capital loss (market risk) and the risk of loss of purchasing power (inflation risk), and your understanding of, and financial ability to bear, such risks;
• Asset Allocation – taking into consideration short-term and long-term liquidity needs, blending of lesser and greater risk approaches, and combining income, growth, and safety concepts;
• Discipline – emphasizing c...
Unlock Full Investment Process Description
FINANCIAL ADVISORY Portfolio Concentration
FINANCIAL ADVISORY Location
4747 WEST 135TH STREET
SUITE 100
LEAWOOD, Kansas
UNITED STATES, 66224
SUITE 100
LEAWOOD, Kansas
UNITED STATES, 66224
FINANCIAL ADVISORY Contact Information
Phone Number: 913-239-2300
Fax Number: 913-239-2301
Website: https://www.faskc.com
Fax Number: 913-239-2301
Website: https://www.faskc.com
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