FINANCIAL CONSULATE Overview

Financial Consulate Inc is an investment advisor that manages 339.5 MM dollars in regulatory AUM and has 21 employees, of which 8 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/14 to 09/30/16. The fund's latest filing disclosed 112MM in positions, representing 33% of the manager's regulatory AUM.

FINANCIAL CONSULATE StockAlpha

-4%
Top 25%
2yr StockAlpha Register for more...

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 CONSULATE Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SCHX 13.89% ETF 1.49% -0% 0 3%
SCHB 13.72% ETF 1.74% 0.03% 0 3%
Get the Full Report
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

FINANCIAL CONSULATE Founders and Key Employees

Name Title In Position Since
Andrew V. Tignanelli President January-1984
Michael P. Mccarthy Chief Operating Officer / Chief Compliance Officer July-2010
Charles Bender Chief Financial Officer May-2006
Thomas V. Bonvissuto Chief Investment Officer September-2013

FINANCIAL CONSULATE Brokers, Custodians, Auditors and Administrators

Type Company

FINANCIAL CONSULATE Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss ............................................ 8

Item 9 – ...
Get the Full Report

FINANCIAL CONSULATE Portfolio Concentration

FINANCIAL CONSULATE Location

201 INTERNATIONAL CIRCLE
STE 520
HUNT VALLEY, Maryland
UNITED STATES, 21030

FINANCIAL CONSULATE Contact Information

Phone Number: 410-823-7283
Fax Number: 410-771-3006
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path B