GOSS WEALTH Overview
Goss Wealth Management Llc is an investment advisor that manages 447.2 MM dollars in regulatory AUM and has 9 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/14 to 03/31/23. The fund's latest filing disclosed 8BN in positions, representing 1741% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 03/31/23. The fund's latest filing disclosed 8BN in positions, representing 1741% of the manager's regulatory AUM.
GOSS WEALTH StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
GOSS WEALTH Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 3.47% | Tech | 6.53% | -0.09% | 0 | 45% | ||
| IVV | 2.66% | ETF | 2.64% | 0% | 0 | 17% | ||
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FEATURED IN
GOSS WEALTH Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Alexander T. Goss | Managing Member | August-2012 |
| Gerald T. Goss | Managing Member | August-2012 |
| Theresa B. Russell | Chief Compliance Officer | June-2014 |
GOSS WEALTH Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
GOSS WEALTH Investment Strategy
Item 8: Client Contact with Portfolio Manager(s)
Clients are always free to directly contact their portfolio manager(s) with any questions or concerns they have about their portfolios or other matters.
Item 9: Additional Information
...
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Clients are always free to directly contact their portfolio manager(s) with any questions or concerns they have about their portfolios or other matters.
Item 9: Additional Information
...
Get the Full Report
GOSS WEALTH Portfolio Concentration
GOSS WEALTH Location
6300 CORPORATE BLVD
SUITE 120
BATON ROUGE, Louisiana
UNITED STATES, 70809
SUITE 120
BATON ROUGE, Louisiana
UNITED STATES, 70809
GOSS WEALTH Contact Information
Phone Number: 225-930-4677
Fax Number: DECEMBER
Website: null
Fax Number: DECEMBER
Website: null
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