JANNEY MONTGOMERY Overview

Janney Montgomery Scott Llc is an investment advisor that manages 18.5 BN dollars in regulatory AUM and has 1825 employees, of which 735 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/05 to 09/30/16. The fund's latest filing disclosed 6BN in positions, representing 31% of the manager's regulatory AUM.

JANNEY MONTGOMERY StockAlpha

-2.2%
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

JANNEY MONTGOMERY Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
XLV 1.87% ETF -4.52% -0.17% 0 8%
AAPL 1.8% Tech 1.31% -0.01% 0 42%
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JANNEY MONTGOMERY Founders and Key Employees

Name Title In Position Since
Jerome Francis Jr Lombard Executive Officer July-2003
Robert Paul Slomin Cco-Investment Advisory January-2006
Timothy Charles Scheve President/Ceo/Manager August-2007
Anthony Mathew Miller Senior Vice President, Treasurer, Financial Operations Principal December-2007
John Davenport Jr Maine Executive Officer January-2009
Marion Stark Halliday Chief Compliance Officer April-2009
Eileen Claire Mcdonnell Director January-2010
Gregory Burns Mcshea General Counsel December-2012
Salvatore Dinubile Rosfp January-2015
David Michael O'Malley Director November-2014

JANNEY MONTGOMERY Brokers, Custodians, Auditors and Administrators

Type Company

JANNEY MONTGOMERY Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Janney Financial Advisors consult with their Clients and utilize the Janney Risk Tolerance Questionnaire to develop an investment strategy for the Client. Given the number of Financial Advisors providing advice at Janney, the methods of analysis and investment strategies will vary based upon the individual Financial Advisor providing the advice.

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Upon selection of an appropriate product, Janney’s Wealth Management Department performs research and due diligence on an ongoing basis on investment managers to provide Clients a selection of mutual funds and separate account products across the full spectrum of asset classes.

Janney Capital Management

Janney Capital Management’s approach to security analysis is based on fundamental research. This approach entails an examination of the operating, financial and industry conditions affecting each company whose security is...
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JANNEY MONTGOMERY Portfolio Concentration

JANNEY MONTGOMERY Location

1717 ARCH STREET
PHILADELPHIA, Pennsylvania
UNITED STATES, 19103

JANNEY MONTGOMERY Contact Information

Phone Number: 215-665-6000
Fax Number: 215-561-0762
Website:

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