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 09/30/18. The fund's latest filing disclosed 12BN in positions, representing 63% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/05 to 09/30/18. The fund's latest filing disclosed 12BN in positions, representing 63% of the manager's regulatory AUM.
JANNEY MONTGOMERY StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
JANNEY MONTGOMERY Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IVV | 2.04% | ETF | -11.23% | 0% | 0 | 10% | ||
| AAPL | 1.95% | Tech | -33.77% | -0.33% | 0 | 42% | ||
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FEATURED IN
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 |
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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...
Unlock Full Investment Process Description
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.
- 30 -
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...
Unlock Full Investment Process Description
JANNEY MONTGOMERY Portfolio Concentration
JANNEY MONTGOMERY Location
1717 ARCH STREET
PHILADELPHIA, Pennsylvania
UNITED STATES, 19103
PHILADELPHIA, Pennsylvania
UNITED STATES, 19103
JANNEY MONTGOMERY Contact Information
Phone Number: 215-665-6000
Fax Number: 215-561-0762
Website: null
Fax Number: 215-561-0762
Website: null
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