MCNAMARA FINANCIAL Overview
Mcnamara Financial Services Inc. is an investment advisor that manages 327.1 MM dollars in regulatory AUM and has 9 employees, of which 4 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/14 to 09/30/21. The fund's latest filing disclosed 348MM in positions, representing 106% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 09/30/21. The fund's latest filing disclosed 348MM in positions, representing 106% of the manager's regulatory AUM.
MCNAMARA FINANCIAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
MCNAMARA FINANCIAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IVV | 25.09% | ETF | 15.56% | 0% | 0 | 13% | ||
| SPEM | 14.56% | ETF | 18.09% | 0.82% | 0 | 2% | ||
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FEATURED IN
MCNAMARA FINANCIAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Michael J. Mcnamara | President & Director | December-2005 |
| Alyssa M. Reed | Chief Compliance Officer, Secretary,Treasurer | December-2005 |
| Justin J. Mcnamara | Vice President | December-2005 |
MCNAMARA FINANCIAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
MCNAMARA FINANCIAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss………11
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MCNAMARA FINANCIAL Portfolio Concentration
MCNAMARA FINANCIAL Location
1020 PLAIN STREET
SUITE 200
MARSHFIELD, Massachusetts
UNITED STATES, 02050
SUITE 200
MARSHFIELD, Massachusetts
UNITED STATES, 02050
MCNAMARA FINANCIAL Contact Information
Phone Number: 781-834-2010
Fax Number: 781-834-2056
Website: http://www.mcnamarafinancial.com/
Fax Number: 781-834-2056
Website: http://www.mcnamarafinancial.com/
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