FOCUSED WEALTH Overview

Focused Wealth Management Inc is an investment advisor that manages 405.7 MM dollars in regulatory AUM and has 9 employees, of which 8 perform investment advisory functions.

The manager's has disclosed holdings from 09/30/13 to 09/30/16. The fund's latest filing disclosed 228MM in positions, representing 56% of the manager's regulatory AUM.

FOCUSED WEALTH StockAlpha

-3.3%
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

FOCUSED WEALTH Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VYM 9.92% ETF 2.76% 0.13% 0 2%
MGK 9.44% ETF -2.24% -0.36% 3 0%
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FEATURED IN
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FOCUSED WEALTH Founders and Key Employees

Name Title In Position Since
Philip J. Deangelo Managing Director August-2010
Barry H. Brett Chief Compliance Officer August-2010
Julie A. Wittenberg Chief Operating Officer July-2013

FOCUSED WEALTH Brokers, Custodians, Auditors and Administrators

Type Company

FOCUSED WEALTH Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

FWM utilizes a fully integrated and comprehensive Investment Manager and Investment Product search to identify, select, and monitor the best-in-class asset managers and exchange traded funds (ETF’s) for each asset class and style to be represented. This is conducted quarterly.

The process begins by utilizing proprietary and quantitative screening methodology designed to narrow the field of investment choices to only those funds and ETF’s meeting standards set by the firm’s Investment Management Committee. Factors considered in this analysis may include:

 Trading platform availability: Investment Managers or ETF’s must trade with no loads and should use a common trading platform to eliminate transaction costs and wiring fees.
 Regulatory oversight: Each Investment Manager or ETF should be part of a regulated bank, an insurance company, a mutual fund organization, or a regi...
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FOCUSED WEALTH Portfolio Concentration

FOCUSED WEALTH Location

216 ROUTE 299
HIGHLAND, New York
UNITED STATES, 12528

FOCUSED WEALTH Contact Information

Phone Number: 845-691-4035
Fax Number: 845-691-4037
Website:

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