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 09/30/19. The fund's latest filing disclosed 264MM in positions, representing 45% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/11 to 09/30/19. The fund's latest filing disclosed 264MM in positions, representing 45% of the manager's regulatory AUM.
KISTLER-TIFFANY StockAlpha
Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
KISTLER-TIFFANY Since Last Filing Return Details
Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
---|---|---|---|---|---|---|---|---|
VV | 20.1% | ETF | 5.76% | 0% | 2 | 2% | ||
VYM | 5.79% | ETF | 3.83% | -0.08% | 0 | 5% | ||
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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 |
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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...
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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...
Get the Full Report
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
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