SPC FINANCIAL INC. Overview
Spc Financial Inc. is an investment advisor that manages 667.5 MM dollars in regulatory AUM and has 24 employees, of which 7 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/10 to 09/30/21. The fund's latest filing disclosed 807MM in positions, representing 121% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/10 to 09/30/21. The fund's latest filing disclosed 807MM in positions, representing 121% of the manager's regulatory AUM.
SPC FINANCIAL INC. StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
SPC FINANCIAL INC. Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| RSP | 14.4% | ETF | 7.9% | -0.2% | 0 | 4% | ||
| IEFA | 7.19% | ETF | 4.11% | -0.28% | 0 | 7% | ||
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FEATURED IN
SPC FINANCIAL INC. Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Edward G. Sella | Ceo | July-1989 |
| William G. Chatfield | Secretary | July-1989 |
| Leo D. Martinic | Treasurer | December-2002 |
| Mariann B. Miller | Chief Compliance Officer | December-2010 |
SPC FINANCIAL INC. Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
SPC FINANCIAL INC. Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
SPC IARs may utilize margin and option trading for Clients based upon Client’s financial situation, risk tolerance, and investment objectives. All margin and option accounts must be approved by RJFS Compliance and consented to in writing by Client. The exact composition of recommended programs and investment strategies will be determined by the client’s legal and tax considerations and greatly influenced by the client’s liquidity needs and tolerance for risk (fluctuations in portfolio values).
SPC also provides investment advice based on asset allocation strategies through the Eagle, Freedom, Freedom UMA, and RJCS managed account programs offered through Raymond James. Unaffiliated asset allocation products may also be available through SPC. Unless specifically noted, tax efficiency is not a primary consideration in the management of accounts offered by Raymond James through the programs named abov...
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SPC IARs may utilize margin and option trading for Clients based upon Client’s financial situation, risk tolerance, and investment objectives. All margin and option accounts must be approved by RJFS Compliance and consented to in writing by Client. The exact composition of recommended programs and investment strategies will be determined by the client’s legal and tax considerations and greatly influenced by the client’s liquidity needs and tolerance for risk (fluctuations in portfolio values).
SPC also provides investment advice based on asset allocation strategies through the Eagle, Freedom, Freedom UMA, and RJCS managed account programs offered through Raymond James. Unaffiliated asset allocation products may also be available through SPC. Unless specifically noted, tax efficiency is not a primary consideration in the management of accounts offered by Raymond James through the programs named abov...
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SPC FINANCIAL INC. Portfolio Concentration
SPC FINANCIAL INC. Location
3202 TOWER OAKS BLVD
SUITE 400
ROCKVILLE, Maryland
UNITED STATES, 20852
SUITE 400
ROCKVILLE, Maryland
UNITED STATES, 20852
SPC FINANCIAL INC. Contact Information
Phone Number: 301-770-6800
Fax Number: 301-770-9031
Website: http://www.spcfinancial.com
Fax Number: 301-770-9031
Website: http://www.spcfinancial.com
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