MADRONA FINANCIAL Overview

Madrona Financial Services Llc is an investment advisor that manages 147.5 MM dollars in regulatory AUM and has 13 employees, of which 12 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/14 to 09/30/16. The fund's latest filing disclosed 94MM in positions, representing 64% of the manager's regulatory AUM.

MADRONA FINANCIAL StockAlpha

-4.3%
Top 25%
2yr StockAlpha Register for more...

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

MADRONA FINANCIAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
FWDB 16.34% ETF -2.65% -0.67% 158022 0%
FWDI 13.9% ETF 0.53% -0.31% 211815 0%
Get the Full Report
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

MADRONA FINANCIAL Founders and Key Employees

Name Title In Position Since
Brian K. Evans Owner, Chief Compliance Officer January-1995
Tracie L. Evans Member January-1995

MADRONA FINANCIAL Brokers, Custodians, Auditors and Administrators

Type Company

MADRONA FINANCIAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

METHODS OF ANALYSIS

We use the following methods of analysis in formulating our investment advice and/or managing client assets:




12
Charting. In this type of technical analysis, we review charts of market and security activity in an attempt to identify when the market is moving up or down and to predict how long the trend may last and when that trend might reverse.

Fundamental Analysis. We attempt to measure the intrinsic value of a security by looking
at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is underpriced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell).

Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a securi...
Get the Full Report

MADRONA FINANCIAL Portfolio Concentration

MADRONA FINANCIAL Location

2911 BOND STREET, SUITE 200
EVERETT, Washington
UNITED STATES, 98201

MADRONA FINANCIAL Contact Information

Phone Number: 425-252-6909
Fax Number: 425-252-4779
Website:

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
Path B