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 09/30/16. The fund's latest filing disclosed 305MM in positions, representing 34% of the manager's regulatory AUM.

FINANCIAL ADVISORY StockAlpha

-0.9%
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
USMV 15.87% ETF -2.66% -0.63% 0 5%
AGG 13.95% ETF -3.38% -0.54% 0 3%
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FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

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...
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FINANCIAL ADVISORY Portfolio Concentration

FINANCIAL ADVISORY Location

4747 WEST 135TH STREET
SUITE 100
LEAWOOD, Kansas
UNITED STATES, 66224

FINANCIAL ADVISORY Contact Information

Phone Number: 913-239-2300
Fax Number: 913-239-2301
Website:

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