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 12/31/20. The fund's latest filing disclosed 242MM in positions, representing 66% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/09 to 12/31/20. The fund's latest filing disclosed 242MM in positions, representing 66% of the manager's regulatory AUM.
MOLLER FINANCIAL StockAlpha
Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
MOLLER FINANCIAL Since Last Filing Return Details
Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
---|---|---|---|---|---|---|---|---|
GUNR | 11.09% | ETF | 14.29% | 1.06% | 2 | 1% | ||
VV | 7.62% | ETF | 4.76% | -0.01% | 0 | 5% | ||
Unlock Positions and Returns Details |
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
...
Unlock Full Investment Process Description
Investment Strategy....................................................................................... 6
Method of Analysis ......................................................................................... 7
Risk of Loss ....................................................................................................... 7
...
Unlock Full Investment Process Description
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
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