MYCIO WEALTH PARTNERS Overview
Mycio Wealth Partners Llc is an investment advisor that manages 7 BN dollars in regulatory AUM and has 35 employees, of which 28 perform investment advisory functions.
The manager's has disclosed holdings from 06/30/06 to 06/30/21. The fund's latest filing disclosed 271MM in positions, representing 4% of the manager's regulatory AUM.
The manager's has disclosed holdings from 06/30/06 to 06/30/21. The fund's latest filing disclosed 271MM in positions, representing 4% of the manager's regulatory AUM.
MYCIO WEALTH PARTNERS StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
MYCIO WEALTH PARTNERS Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| CB | 62.12% | Financials | 2.97% | -5.59% | 0 | 13% | ||
| IEFA | 4.3% | ETF | 5.23% | -0.26% | 0 | 7% | ||
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FEATURED IN
MYCIO WEALTH PARTNERS Founders and Key Employees
| Name | Title | In Position Since |
|---|
| James J. Biles | Member; Chief Compliance Officer (1/2007) | March-2005 |
| David E. Lees | Managing Member | March-2005 |
| Paul J. Bracaglia | Member | September-2007 |
MYCIO WEALTH PARTNERS Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Auditor | Pro |
| Custodian | Pro |
MYCIO WEALTH PARTNERS Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
A. The Registrant may utilize the following methods of security analysis:
Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)
Technical – (analysis performed on historical and present data, focusing on price and trade volume, to forecast the direction of prices)
The Registrant may utilize the following investment strategies when implementing investment advice given to clients:
Long Term Purchases (securities held at least a year)
Short Term Purchases (securities sold within a year)
Short Sales (contracted sale of borrowed securities with an obligation to make the lender whole)
Margin Transactions (use of borrowed assets to purchase financial instruments)
Options (contract for the purchase or sale of a security at a predetermined price during a specific period of tim...
Unlock Full Investment Process Description
A. The Registrant may utilize the following methods of security analysis:
Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)
Technical – (analysis performed on historical and present data, focusing on price and trade volume, to forecast the direction of prices)
The Registrant may utilize the following investment strategies when implementing investment advice given to clients:
Long Term Purchases (securities held at least a year)
Short Term Purchases (securities sold within a year)
Short Sales (contracted sale of borrowed securities with an obligation to make the lender whole)
Margin Transactions (use of borrowed assets to purchase financial instruments)
Options (contract for the purchase or sale of a security at a predetermined price during a specific period of tim...
Unlock Full Investment Process Description
MYCIO WEALTH PARTNERS Portfolio Concentration
MYCIO WEALTH PARTNERS Location
CIRA CENTRE
2929 ARCH STREET, SUITE 650
PHILADELPHIA, Pennsylvania
UNITED STATES, 19104-7396
2929 ARCH STREET, SUITE 650
PHILADELPHIA, Pennsylvania
UNITED STATES, 19104-7396
MYCIO WEALTH PARTNERS Contact Information
Phone Number: 267-295-2280
Fax Number: 267-295-2279
Website: http://www.myciowp.com
Fax Number: 267-295-2279
Website: http://www.myciowp.com
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