MOLLER FINANCIAL Overview

Moller Financial Services is an investment advisor that manages 363.8 MM dollars in regulatory AUM and has 7 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/09 to 09/30/16. The fund's latest filing disclosed 217MM in positions, representing 60% of the manager's regulatory AUM.

MOLLER FINANCIAL StockAlpha

-4.6%
Top 25%
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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

MOLLER FINANCIAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VB 14.68% ETF 3.84% 0.33% 0 2%
VNQ 13.18% ETF -7.77% -1.19% 0 8%
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FEATURED IN
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Wall Street Journal Logo
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MOLLER FINANCIAL Founders and Key Employees

Name Title In Position Since
John M. Moller President, Secretary, Treasurer September-1991
John B. Nowak Chief Compliance Officer May-2007
Dawn A. Moller Shareholder September-2014

MOLLER FINANCIAL Brokers, Custodians, Auditors and Administrators

Type Company

MOLLER FINANCIAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss............... 6
Investment Strategy....................................................................................... 6
Method of Analysis ......................................................................................... 7
Risk of Loss ....................................................................................................... 7
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MOLLER FINANCIAL Portfolio Concentration

MOLLER FINANCIAL Location

ONE NORTHFIELD PLAZA, SUITE 200
NORTHFIELD, Illinois
UNITED STATES, 60093-1211

MOLLER FINANCIAL Contact Information

Phone Number: 847-441-7575
Fax Number: 847-441-7684
Website:

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