PRIVATE WEALTH Overview
Private Wealth Advisors Inc. is an investment advisor that manages 943.4 MM dollars in regulatory AUM and has 20 employees, of which 10 perform investment advisory functions.
The manager's has disclosed holdings from 09/30/12 to 12/31/20. The fund's latest filing disclosed 175MM in positions, representing 19% of the manager's regulatory AUM.
The manager's has disclosed holdings from 09/30/12 to 12/31/20. The fund's latest filing disclosed 175MM in positions, representing 19% of the manager's regulatory AUM.
PRIVATE WEALTH StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
PRIVATE WEALTH Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
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FEATURED IN
PRIVATE WEALTH Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Joseph A. Scarpo | Director/Treasurer | January-2003 |
| John M. Schneider | Director/Ceo | January-2003 |
| Cara M. Sharbaugh | Chief Compliance Officer | February-2013 |
| Kevin P. Comstock | Chief Operating Officer | January-2015 |
PRIVATE WEALTH Brokers, Custodians, Auditors and Administrators
| Type | Company |
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PRIVATE WEALTH Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
METHODS OF ANALYSIS
We use the following methods of analysis in formulating our investment advice and/or managing client assets:
Fundamental Analysis: We attempt to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is under priced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell).
Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market regardless of the economic and financial factors considered in evaluating the stock.
8
Technical and Cyclical Analysis: We analyze past market movements and apply that analysis to the present in an a...
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METHODS OF ANALYSIS
We use the following methods of analysis in formulating our investment advice and/or managing client assets:
Fundamental Analysis: We attempt to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is under priced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell).
Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market regardless of the economic and financial factors considered in evaluating the stock.
8
Technical and Cyclical Analysis: We analyze past market movements and apply that analysis to the present in an a...
Unlock Full Investment Process Description
PRIVATE WEALTH Portfolio Concentration
PRIVATE WEALTH Location
4900 PERRY HIGHWAY
SUITE 300
PITTSBURGH, Pennsylvania
UNITED STATES, 15229
SUITE 300
PITTSBURGH, Pennsylvania
UNITED STATES, 15229
PRIVATE WEALTH Contact Information
Phone Number: 412-931-2700
Fax Number: 412-931-2772
Website: http://www.pwausa.com
Fax Number: 412-931-2772
Website: http://www.pwausa.com
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