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 12/31/20. The fund's latest filing disclosed 295MM in positions, representing 90% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 12/31/20. The fund's latest filing disclosed 295MM in positions, representing 90% 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 | 25.55% | ETF | 11.57% | -0.06% | 0 | 10% | ||
| SPEM | 18.2% | ETF | 4.91% | -0.97% | 1 | 3% | ||
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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
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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