USA MUTUALS ADVISORS Overview
Usa Mutuals Advisors Inc. is an investment advisor that manages 330.4 MM dollars in regulatory AUM and has 3 employees, of which 1 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/07 to 06/30/20. The fund's latest filing disclosed 63MM in positions, representing 19% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/07 to 06/30/20. The fund's latest filing disclosed 63MM in positions, representing 19% of the manager's regulatory AUM.
USA MUTUALS ADVISORS StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
USA MUTUALS ADVISORS Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| BTI | 8.76% | Cons. Staples | -9.31% | -1.5% | 0 | 4% | ||
| LMT | 8.64% | Industrials | 8.94% | -0.31% | 0 | 22% | ||
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FEATURED IN
USA MUTUALS ADVISORS Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Jerry J. Szilagyi | President & Coo | April-2011 |
| William S. Mcnish | Chief Compliance Officer | September-2013 |
USA MUTUALS ADVISORS Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
USA MUTUALS ADVISORS Investment Strategy
USA MUTUALS ADVISORS Portfolio Concentration
USA MUTUALS ADVISORS Location
700 N. PEARL
STE. 900
DALLAS, Texas
UNITED STATES, 75201
STE. 900
DALLAS, Texas
UNITED STATES, 75201
USA MUTUALS ADVISORS Contact Information
Phone Number: 214-953-0066
Fax Number: 214-953-1545
Website: null
Fax Number: 214-953-1545
Website: null
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