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 09/30/16. The fund's latest filing disclosed 315MM in positions, representing 70% of the manager's regulatory AUM.

GOSS WEALTH 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

GOSS WEALTH Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
TLT 3.33% ETF -12.69% -0.45% 0 6%
IEF 3.25% ETF -5.6% -0.21% 0 3%
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FEATURED IN
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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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GOSS WEALTH Portfolio Concentration

GOSS WEALTH Location

6300 CORPORATE BLVD
SUITE 120
BATON ROUGE, Louisiana
UNITED STATES, 70809

GOSS WEALTH Contact Information

Phone Number: 225-930-4677
Fax Number: DECEMBER
Website:

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