STRATOS WEALTH Overview

Stratos Wealth Partners Ltd. is an investment advisor that manages 2.3 BN dollars in regulatory AUM and has 330 employees, of which 186 perform investment advisory functions.

The manager's has disclosed holdings from 06/30/14 to 09/30/16. The fund's latest filing disclosed 1BN in positions, representing 65% of the manager's regulatory AUM.

STRATOS WEALTH StockAlpha

-3.1%
Top 25%
2.5yr StockAlpha Register for more...

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

STRATOS WEALTH Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VOO 3.95% ETF 3.78% -0% 0 2%
VXUS 3.92% ETF -1.21% -0.2% 2 3%
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FEATURED IN
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STRATOS WEALTH Founders and Key Employees

Name Title In Position Since
Jeffrey A. Concepcion President October-2008
Barbara J. Dull Director Of Brokerage Compliance October-2014
Nancy E. Andrefsky Chief Financial Officer October-2008
Jennifer C. Isaacs Director Of Advisory Operations October-2014
Daniel J. Jacoby Chief Investment Officer May-2010
Matthew J. Dunn Chief Compliance Officer October-2014

STRATOS WEALTH Brokers, Custodians, Auditors and Administrators

Type Company

STRATOS WEALTH Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

If clients elect to engage an IAR to provide ongoing investment recommendations for a Plan, IARs may conduct analysis of mutual funds, exchange-traded funds (“ETFs”), collective investment trusts, annuity subaccounts and other securities using a technical/quantitative and/or fundamental/qualitative approach. The sources of information that an IAR may use to provide advice to Plans include the following: research conducted by the IAR, research materials prepared by Stratos or third parties, statistical and/or analytical industry databases, financial newspapers and magazines, and vendor or company press releases.

LPL Financial (LPL)’s Research Department makes recommendations regarding asset allocation, mutual funds, variable annuity subaccounts and ETFs. IARs may or may not follow these recommendations in providing investment advice under RPCS. LPL Research also constructs asset allocation model portfo...
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STRATOS WEALTH Portfolio Concentration

STRATOS WEALTH Location

3750 PARK EAST DR
STE 200
BEACHWOOD, Ohio
UNITED STATES, 44122

STRATOS WEALTH Contact Information

Phone Number: 440-519-2500
Fax Number: 440-505-5733
Website:

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