FIRST ALLIED ADVISORY Overview

First Allied Advisory Services Inc. is an investment advisor that manages 4.9 BN dollars in regulatory AUM and has 752 employees, of which 703 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/10 to 09/30/16. The fund's latest filing disclosed 2BN in positions, representing 39% of the manager's regulatory AUM.

FIRST ALLIED ADVISORY StockAlpha

-2.5%
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

FIRST ALLIED ADVISORY Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VTI 2.52% ETF 1.78% 0.01% 0 10%
AAPL 2.43% Tech -2.29% 0.01% 0 42%
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FEATURED IN
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FIRST ALLIED ADVISORY Founders and Key Employees

Name Title In Position Since
Robin H. Rodermund President/Chief Operating Officer December-2012
Adam N. Antoniades Director January-2007
Janice M. Doza Chief Financial Officer June-2008
Luanne M. Borowski Chief Compliance Officer July-2010
Kevin M. Keefe Chief Executive Officer January-2015

FIRST ALLIED ADVISORY Brokers, Custodians, Auditors and Administrators

Type Company

FIRST ALLIED ADVISORY Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss
Types of Risk
Various types of risk are involved when investing in securities. Economic risk, market risk, currency risk, inflation risk, liquidity risk, and credit risk are examples of the types of risks to which your account may be subject.

Assessing Risk
While some types of risk can be mitigated by investment strategies, these risks cannot be eliminated completely. Your IAR will work with you to make sure that you are comfortable with the risks associated with the type of investments that are in your account.

Risk of Loss
You should know that all types of securities investing involve risk, sometimes substantial risk. Your account value can both increase and decrease over time. You should not invest in any product if you are not prepared to bear a potential loss. Past performance does not guarantee future results.

Liquidity Risk
Liquidity is a financial institution’s capacity ...
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FIRST ALLIED ADVISORY Portfolio Concentration

FIRST ALLIED ADVISORY Location

15455 CONWAY ROAD
SECOND FLOOR
CHESTERFIELD, Missouri
UNITED STATES, 63017

FIRST ALLIED ADVISORY Contact Information

Phone Number: 866-378-1376
Fax Number: 636-537-9104
Website:

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Disclaimer

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