VAN HULZEN ASSET Overview
Van Hulzen Asset Management Llc is an investment advisor that manages 515 MM dollars in regulatory AUM and has 8 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/13 to 03/31/21. The fund's latest filing disclosed 626MM in positions, representing 122% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 03/31/21. The fund's latest filing disclosed 626MM in positions, representing 122% of the manager's regulatory AUM.
VAN HULZEN ASSET StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
VAN HULZEN ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 5.86% | Tech | 19.33% | 0.19% | 0 | 0% | ||
| AGG | 4.09% | ETF | 3.13% | -0.03% | 0 | 0% | ||
|
Unlock Positions and Returns Details |
||||||||
FEATURED IN
VAN HULZEN ASSET Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Craig D. Vanhulzen | Managing Member | January-2000 |
| Bradley R. Nicholson | Vice President | January-2008 |
| John R. Pearce | Managing Director | July-2010 |
| Stefanus Ten Brink | Chief Compliance Officer | January-2015 |
VAN HULZEN ASSET Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
VAN HULZEN ASSET Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss ......................................... 10
Item 9: ...
Unlock Full Investment Process Description
Item 9: ...
Unlock Full Investment Process Description
VAN HULZEN ASSET Portfolio Concentration
VAN HULZEN ASSET Location
4370 TOWN CENTER BLVD.
SUITE 220
EL DORADO HILLS, California
UNITED STATES, 95762
SUITE 220
EL DORADO HILLS, California
UNITED STATES, 95762
VAN HULZEN ASSET Contact Information
Phone Number: (916) 608-4284
Fax Number: (916) 608-4296
Website: http://www.vaminvest.com
Fax Number: (916) 608-4296
Website: http://www.vaminvest.com
READ RECENT SYMMETRIC REPORTS
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here