FOUNDERS FINANCIAL Overview

Founders Financial Securities Llc is an investment advisor that manages 601.4 MM dollars in regulatory AUM and has 160 employees, of which 72 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 09/30/16. The fund's latest filing disclosed 234MM in positions, representing 39% of the manager's regulatory AUM.

FOUNDERS FINANCIAL StockAlpha

-2.4%
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

FOUNDERS FINANCIAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
EEM 5.62% ETF -4.94% -0.43% 0 13%
QUAL 5.32% ETF 1.19% -0.07% 0 1%
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FEATURED IN
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FOUNDERS FINANCIAL Founders and Key Employees

Name Title In Position Since
Bradley Matthew Shepherd President June-2014
Karen Ann Steighner Finop May-2010
Sarah Margaret Westbrook Chief Compliance Officer January-2014
Joseph Victor Krcma Chief Compliance Officer June-2014

FOUNDERS FINANCIAL Brokers, Custodians, Auditors and Administrators

Type Company

FOUNDERS FINANCIAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss
We formulate investment advice using the following analysis methods: charting, fundamental, technical,
and cyclical. The main sources of information FFS uses for security analysis may include: Financial newspapers and magazines, research materials prepared by others, annual reports, prospectuses, filings with the SEC and Company press releases, or certain software programs subscribed to by FFS.

Investment Strategies
We implement investment advice for clients primarily using long term purchases (securities held at least a year) and short term purchases (securities sold within a year). Under limited circumstances, we will use
these alternative strategies: trading (securities sold within 30 days); short sales; margin transactions; and option writing, including covered options.

Risk of Loss
Investing in securities involves risk of loss that you should be prepared to bear. Some of the primary r...
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FOUNDERS FINANCIAL Portfolio Concentration

FOUNDERS FINANCIAL Location

1020 CROMWELL BRIDGE ROAD
TOWSON, Maryland
UNITED STATES, 21286

FOUNDERS FINANCIAL Contact Information

Phone Number: 410-308-9988
Fax Number: 410-308-9801
Website:

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