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 09/30/16. The fund's latest filing disclosed 618MM in positions, representing 74% of the manager's regulatory AUM.

ROFFMAN MILLER StockAlpha

+0.8%
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

ROFFMAN MILLER Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MSFT 3.7% Tech 4.78% 0.22% 0 36%
JNJ 3.54% Health -4.48% -0.02% 0 34%
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FEATURED IN
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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...
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ROFFMAN MILLER Portfolio Concentration

ROFFMAN MILLER Location

1835 MARKET STREET
SUITE 500
PHILADELPHIA, Pennsylvania
UNITED STATES, 19103

ROFFMAN MILLER Contact Information

Phone Number: 215-981-1030
Fax Number: 215-981-0146
Website:

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