SNS FINANCIAL GROUP Overview
Sns Financial Group Llc is an investment advisor that manages 405.7 MM dollars in regulatory AUM and has 11 employees, of which 11 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/13 to 03/31/19. The fund's latest filing disclosed 443MM in positions, representing 109% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/13 to 03/31/19. The fund's latest filing disclosed 443MM in positions, representing 109% of the manager's regulatory AUM.
SNS FINANCIAL GROUP StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
SNS FINANCIAL GROUP Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SPY | 8.94% | ETF | -1.07% | 0% | 0 | 23% | ||
| SCHB | 5.15% | ETF | -1.26% | -0.01% | 0 | 3% | ||
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FEATURED IN
SNS FINANCIAL GROUP Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Brian J. Skolte | Founding Member, Chief Executive Officer | December-2009 |
| Todd C. Stueve | Founding Member, Chief Customer Officer | December-2009 |
| Joseph L. Van Dam | Charter Member, Chief Compliance Officer | December-2013 |
| Tyler J. Schelhaas | Charter Member, Chief Operating Officer | December-2013 |
| Daniel J. Powers | Charter Member, Chief Portfolio Manager | December-2013 |
SNS FINANCIAL GROUP Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
SNS FINANCIAL GROUP Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
A. SNS conducts a combination of analysis utilizing charting, fundamental, and technical analysis. Charting is a form of technical analysis in which various factors are diagrammed in order to illustrate patterns. Fundamental analysis generally involves assessing a company's or security's value based on factors such as sales, assets, markets, management, products and services, earnings, and financial structure. Technical analysis generally involves studying trends and movements in a security's price, trading volume, and other market-related factors in an attempt to discern patterns.
B. You are advised investing in securities involves risk of loss, including the potential loss of principal. Therefore, your participation in any of the management programs offered by SNS will require you to be prepared to bear the risk of loss and fluctuating performance.
SNS does not represent, warranty or impl...
Unlock Full Investment Process Description
A. SNS conducts a combination of analysis utilizing charting, fundamental, and technical analysis. Charting is a form of technical analysis in which various factors are diagrammed in order to illustrate patterns. Fundamental analysis generally involves assessing a company's or security's value based on factors such as sales, assets, markets, management, products and services, earnings, and financial structure. Technical analysis generally involves studying trends and movements in a security's price, trading volume, and other market-related factors in an attempt to discern patterns.
B. You are advised investing in securities involves risk of loss, including the potential loss of principal. Therefore, your participation in any of the management programs offered by SNS will require you to be prepared to bear the risk of loss and fluctuating performance.
SNS does not represent, warranty or impl...
Unlock Full Investment Process Description
SNS FINANCIAL GROUP Portfolio Concentration
SNS FINANCIAL GROUP Location
551 COON RAPIDS BOULEVARD
SUITE 100
COON RAPIDS, Minnesota
UNITED STATES, 55433
SUITE 100
COON RAPIDS, Minnesota
UNITED STATES, 55433
SNS FINANCIAL GROUP Contact Information
Phone Number: 763-421-5300
Fax Number: 763-496-0299
Website: http://www.snsfinancialgroup.com/
Fax Number: 763-496-0299
Website: http://www.snsfinancialgroup.com/
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