REILLY FINANCIAL Overview

Reilly Financial Advisors Llc is an investment advisor that manages 754.8 MM dollars in regulatory AUM and has 28 employees, of which 17 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/06 to 09/30/16. The fund's latest filing disclosed 564MM in positions, representing 75% of the manager's regulatory AUM.

REILLY FINANCIAL StockAlpha

-1.7%
Top 25%
3yr StockAlpha Register for more...

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

REILLY FINANCIAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 2.64% Tech -2.29% 0.01% 0 42%
XOM 2.57% Energy 0.61% -0.11% 0 29%
Unlock Positions and Returns Details
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

REILLY FINANCIAL Founders and Key Employees

Name Title In Position Since
Donald F. Reilly Chairman October-1997
Douglas F. Reilly President / Portfolio Manager Chief Compliance Officer September-1999

REILLY FINANCIAL Brokers, Custodians, Auditors and Administrators

Type Company

REILLY FINANCIAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

A. RFA 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)
• Cyclical – (analysis performed on historical relationships between price and market trends, to forecast the direction of prices)

RFA 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 (securities sold within thirty (30) days)
• Options (contract for the purchase or sale of a security at a predetermined price during a specific period of time)

Please No...
Unlock Full Investment Process Description

REILLY FINANCIAL Portfolio Concentration

REILLY FINANCIAL Location

7777 ALVARADO ROAD, SUITE 116
LA MESA, California
UNITED STATES, 91942

REILLY FINANCIAL Contact Information

Phone Number: 619-698-0794
Fax Number: 619-698-7260
Website:

READ RECENT SYMMETRIC REPORTS

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
Path A