PATRIOT WEALTH Overview

Patriot Wealth Management Inc. is an investment advisor that manages 1.4 BN dollars in regulatory AUM and has 13 employees, of which 12 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/06 to 09/30/16. The fund's latest filing disclosed 518MM in positions, representing 37% of the manager's regulatory AUM.

PATRIOT WEALTH StockAlpha

-1.4%
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

PATRIOT WEALTH Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SPY 11.9% ETF 1.56% 0% 0 29%
EFA 6.77% ETF -4.09% -0.39% 0 13%
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FEATURED IN
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PATRIOT WEALTH Founders and Key Employees

Name Title In Position Since
Todd E. Hanslik Principal/ Chief Compliance Officer February-2004
Jeffrey R. Swantkowski Principal February-2004
Dana N. Weinstein Principal December-2005
Anna Maria Jones Principal December-2005
Billie S. Murski Principal January-2007
Robert C. Leslie Chief Investment Officer July-2013

PATRIOT WEALTH Brokers, Custodians, Auditors and Administrators

Type Company

PATRIOT WEALTH Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

A. The Registrant may utilize the following methods of security analysis:
 Charting - (analysis performed using patterns to identify current trends and trend reversals to forecast the direction of prices)
 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)
 Cyclical – (analysis performed on historical relationships between price and market trends, 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)
 Trading (secu...
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PATRIOT WEALTH Portfolio Concentration

PATRIOT WEALTH Location

1800 BERING DRIVE
SUITE 250
HOUSTON, Texas
UNITED STATES, 77057

PATRIOT WEALTH Contact Information

Phone Number: 713-344-9300
Fax Number: 713-344-9299
Website:

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