STEARNS FINANCIAL Overview
Stearns Financial Services Group is an investment advisor that manages 766.8 MM dollars in regulatory AUM and has 19 employees, of which 10 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/12 to 09/30/20. The fund's latest filing disclosed 638MM in positions, representing 83% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/12 to 09/30/20. The fund's latest filing disclosed 638MM in positions, representing 83% of the manager's regulatory AUM.
STEARNS FINANCIAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
STEARNS FINANCIAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
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FEATURED IN
STEARNS FINANCIAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Dennis G. Stearns | President, Chief Compliance Officer, Director, Class A And Class B Shareholder | July-1991 |
| Pamela Stearns | Secretary, Cfo, Director, Class A Shareholder | July-2008 |
| John M. Thomas | Vice President, Director; Class A And Class B Shareholder | January-2015 |
| James G. Joyce Jr. | Vp - Research And Operations, Director, Class A And Class B Shareholder | January-2015 |
STEARNS FINANCIAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
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STEARNS FINANCIAL Investment Strategy
STEARNS FINANCIAL Portfolio Concentration
STEARNS FINANCIAL Location
324 W WENDOVER AVENUE
SUITE 204
GREENSBORO, North Carolina
UNITED STATES, 27408
SUITE 204
GREENSBORO, North Carolina
UNITED STATES, 27408
STEARNS FINANCIAL Contact Information
Phone Number: 336-230-1811
Fax Number: 336-230-2160
Website: null
Fax Number: 336-230-2160
Website: null
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