ROFFMAN MILLER Overview
Roffman Miller Associates Inc is an investment advisor that manages 833.2 MM dollars in regulatory AUM and has 9 employees, of which 9 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 03/31/23. The fund's latest filing disclosed 1BN in positions, representing 151% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 03/31/23. The fund's latest filing disclosed 1BN in positions, representing 151% of the manager's regulatory AUM.
ROFFMAN MILLER StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
ROFFMAN MILLER Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 7.09% | Tech | 6.53% | -0.19% | 0 | 45% | ||
| MSFT | 5.96% | Tech | 15.47% | 0.38% | 0 | 53% | ||
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FEATURED IN
ROFFMAN MILLER Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Roy L. Gorin | Director | May-1995 |
| Paulette Greenwell | Vice President, Secretary, Chief Compliance Officer, Investment Manager | June-1998 |
| Robert P. Miller | Chairman And Founder | October-1990 |
| Robert T. Hofmann | President & Investment Manager | June-2005 |
ROFFMAN MILLER Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
ROFFMAN MILLER Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Form ADV Part 2A, Item 8
Each portfolio is managed in accordance with the goals and risk tolerances of the individual client. Some of the goals and constraints we evaluate are risk, return, taxes, time horizon, liquidity needs, legal issues, and unique circumstances. Once a client profile has been established and an investment philosophy is identified (income, growth, etc.) then the portfolio may be tailored to the client.
Our portfolios are mostly invested in stocks, bonds, ETF’s and mutual funds. In all cases, there are risks of temporary or permanent loss on investments due to poor economic conditions, corporate bankruptcies, and other unforeseen situations. We believe risk can be reduced in portfolios by allocating monies to different asset classes, owning a diversified portfolio, and also by careful investment selection.
The paragraphs below describe in more detail how we s...
Unlock Full Investment Process Description
Form ADV Part 2A, Item 8
Each portfolio is managed in accordance with the goals and risk tolerances of the individual client. Some of the goals and constraints we evaluate are risk, return, taxes, time horizon, liquidity needs, legal issues, and unique circumstances. Once a client profile has been established and an investment philosophy is identified (income, growth, etc.) then the portfolio may be tailored to the client.
Our portfolios are mostly invested in stocks, bonds, ETF’s and mutual funds. In all cases, there are risks of temporary or permanent loss on investments due to poor economic conditions, corporate bankruptcies, and other unforeseen situations. We believe risk can be reduced in portfolios by allocating monies to different asset classes, owning a diversified portfolio, and also by careful investment selection.
The paragraphs below describe in more detail how we s...
Unlock Full Investment Process Description
ROFFMAN MILLER Portfolio Concentration
ROFFMAN MILLER Location
1835 MARKET STREET
SUITE 500
PHILADELPHIA, Pennsylvania
UNITED STATES, 19103
SUITE 500
PHILADELPHIA, Pennsylvania
UNITED STATES, 19103
ROFFMAN MILLER Contact Information
Phone Number: 215-981-1030
Fax Number: 215-981-0146
Website: http://www.roffmanmiller.com
Fax Number: 215-981-0146
Website: http://www.roffmanmiller.com
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