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 03/31/18. The fund's latest filing disclosed 231MM in positions, representing 63% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/09 to 03/31/18. The fund's latest filing disclosed 231MM in positions, representing 63% of the manager's regulatory AUM.
MOLLER FINANCIAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
MOLLER FINANCIAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IVV | 12.41% | ETF | 17.34% | 0.02% | 0 | 9% | ||
| VB | 9.08% | ETF | 18% | -0.02% | 0 | 3% | ||
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FEATURED IN
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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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
NORTHFIELD, Illinois
UNITED STATES, 60093-1211
MOLLER FINANCIAL Contact Information
Phone Number: 847-441-7575
Fax Number: 847-441-7684
Website: http://www.mollerfinancial.com
Fax Number: 847-441-7684
Website: http://www.mollerfinancial.com
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