HUDOCK MOYER WEALTH Overview
Hudock Moyer Wealth Resources Llc is an investment advisor that manages 461.8 MM dollars in regulatory AUM and has 9 employees, of which 7 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/12 to 09/30/21. The fund's latest filing disclosed 332MM in positions, representing 72% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/12 to 09/30/21. The fund's latest filing disclosed 332MM in positions, representing 72% of the manager's regulatory AUM.
HUDOCK MOYER WEALTH StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
HUDOCK MOYER WEALTH Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IVV | 8.15% | ETF | 8.9% | -0.01% | 0 | 13% | ||
| VWO | 6.89% | ETF | 4.14% | -0.27% | 0 | 11% | ||
|
Unlock Positions and Returns Details |
||||||||
FEATURED IN
HUDOCK MOYER WEALTH Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Barbara B. Hudock | Managing Member | November-2009 |
| Michael J. Hudock | Member/President | November-2009 |
| Wayne L. Dieffenderfer | Chief Compliance Officer | March-2012 |
HUDOCK MOYER WEALTH Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
HUDOCK MOYER WEALTH Investment Strategy
Item 8 Client Contact with Portfolio Managers
Without restriction, you should contact our firm and/or your assigned Relationship Manager directly with any questions regarding your account. In special circumstance, we may arrange communication between you and applicable outside portfolio managers.
Item 9 Additional Information
...
Unlock Full Investment Process Description
Without restriction, you should contact our firm and/or your assigned Relationship Manager directly with any questions regarding your account. In special circumstance, we may arrange communication between you and applicable outside portfolio managers.
Item 9 Additional Information
...
Unlock Full Investment Process Description
HUDOCK MOYER WEALTH Portfolio Concentration
HUDOCK MOYER WEALTH Location
400 MARKET STREET
SUITE 200
WILLIAMSPORT, Pennsylvania
UNITED STATES, 17701
SUITE 200
WILLIAMSPORT, Pennsylvania
UNITED STATES, 17701
HUDOCK MOYER WEALTH Contact Information
Phone Number: 570-326-9500
Fax Number: 570-326-9577
Website: null
Fax Number: 570-326-9577
Website: null
READ RECENT SYMMETRIC REPORTS
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here