KISTLER-TIFFANY Overview
Kistler-tiffany Companies Llc is an investment advisor that manages 582.6 MM dollars in regulatory AUM and has 20 employees, of which 14 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/11 to 03/31/20. The fund's latest filing disclosed 282MM in positions, representing 48% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/11 to 03/31/20. The fund's latest filing disclosed 282MM in positions, representing 48% of the manager's regulatory AUM.
KISTLER-TIFFANY StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
KISTLER-TIFFANY Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VV | 19.82% | ETF | 18.36% | 0.06% | 0 | 4% | ||
| VYM | 5.64% | ETF | 13.51% | -0.2% | 0 | 7% | ||
|
Unlock Positions and Returns Details |
||||||||
FEATURED IN
KISTLER-TIFFANY Founders and Key Employees
| Name | Title | In Position Since |
|---|
| James H. Arnold | Managing Member/Principal | January-2003 |
| David S. Kovach | Managing Member/Principal | January-2003 |
| Jeffrey A. Morrison | Managing Member/Principal | January-2003 |
| Andrew M. Reder | Managing Member/Principal | January-2003 |
| Catrina J. Reagan | Chief Compliance Officer/Director Of Investment Operations | July-2014 |
KISTLER-TIFFANY Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
KISTLER-TIFFANY Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
A. The Registrant may utilize the following methods of security analysis:
Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)
Technical – (analysis performed on historical and present data, focusing on price and trade volume, to forecast the direction of prices)
Cyclical – (analysis performed on historical relationships between price and market trends, to forecast the direction of prices)
The Registrant may utilize the following investment strategies when implementing investment advice given to clients:
Long Term Purchases (securities held at least a year)
Short Term Purchases (securities sold within a year)
Trading (securities sold within thirty (30) days)
Margin Transactions (use of borrowed assets to purchase financial instruments)
Please Note...
Unlock Full Investment Process Description
A. The Registrant may utilize the following methods of security analysis:
Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)
Technical – (analysis performed on historical and present data, focusing on price and trade volume, to forecast the direction of prices)
Cyclical – (analysis performed on historical relationships between price and market trends, to forecast the direction of prices)
The Registrant may utilize the following investment strategies when implementing investment advice given to clients:
Long Term Purchases (securities held at least a year)
Short Term Purchases (securities sold within a year)
Trading (securities sold within thirty (30) days)
Margin Transactions (use of borrowed assets to purchase financial instruments)
Please Note...
Unlock Full Investment Process Description
KISTLER-TIFFANY Portfolio Concentration
KISTLER-TIFFANY Location
1205 WESTLAKES DRIVE
SUITE 290
BERWYN, Pennsylvania
UNITED STATES, 19312
SUITE 290
BERWYN, Pennsylvania
UNITED STATES, 19312
KISTLER-TIFFANY Contact Information
Phone Number: 610-722-3300
Fax Number: 610-722-3301
Website: http://www.kistlertiffany.com
Fax Number: 610-722-3301
Website: http://www.kistlertiffany.com
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