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 09/30/18. The fund's latest filing disclosed 237MM in positions, representing 73% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 09/30/18. The fund's latest filing disclosed 237MM in positions, representing 73% of the manager's regulatory AUM.
MCNAMARA FINANCIAL StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
MCNAMARA FINANCIAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IVV | 23.32% | ETF | -9.37% | -0.01% | 0 | 10% | ||
| TOTL | 16.93% | ETF | 2% | 0.81% | 2 | 4% | ||
|
Unlock Positions and Returns Details |
||||||||
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
ITEM 9...
Unlock Full Investment Process Description
ITEM 9...
Unlock Full Investment Process Description
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/
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