TOWER BRIDGE ADVISORS Overview

Tower Bridge Advisors is an investment advisor that manages 1.2 BN dollars in regulatory AUM and has 18 employees, of which 10 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/03 to 09/30/16. The fund's latest filing disclosed 821MM in positions, representing 71% of the manager's regulatory AUM.

TOWER BRIDGE ADVISORS StockAlpha

-1%
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

TOWER BRIDGE ADVISORS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
XOM 3.22% Energy 2.87% -0.13% 0 29%
JNJ 3.01% Health -4.31% -0.03% 0 34%
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FEATURED IN
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TOWER BRIDGE ADVISORS Founders and Key Employees

Name Title In Position Since
Maris A. Ogg President, Director September-2001
James M. Meyer Principal, Secretary, Director, Chief Investment Ofc, Chief Compliance Officer September-2001
John S. Lloyd Principal September-2001
Jeffrey Kachel Cfo, Principal March-2004
Raymond F. Reed Managing Director, Principal July-2004
Paul M. Mecray Shareholder April-2011

TOWER BRIDGE ADVISORS Brokers, Custodians, Auditors and Administrators

Type Company

TOWER BRIDGE ADVISORS Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis
The security analysis methods Tower Bridge uses include fundamental analysis and cyclical analysis.

The main sources of information include financial newspapers and magazines, inspections of corporate activities, research materials prepared
by others, corporate rating services, annual reports, prospectuses, filings with the Securities and Exchange Commission, and company press releases. Tower Bridge Advisors also obtains information from research and corporate meetings.


Investment Strategies
The primary investment strategy used on client accounts is strategic asset allocation utilizing equity and fixed-income securities. The ratio between the two categories will vary based on client needs, client preferences and market conditions. The client may change his objectives at any time. Our core equity holdings will be a diversified portfolio of individual securities c...
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TOWER BRIDGE ADVISORS Portfolio Concentration

TOWER BRIDGE ADVISORS Location

101 WEST ELM STREET
SUITE 355
CONSHOHOCKEN, Pennsylvania
UNITED STATES, 19428-2075

TOWER BRIDGE ADVISORS Contact Information

Phone Number: 610-260-2200
Fax Number: 610-260-2239
Website:

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