VSR FINANCIAL Overview

Vsr Financial Services Inc. is an investment advisor that manages 3.1 BN dollars in regulatory AUM and has 347 employees, of which 278 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/08 to 06/30/16. The fund's latest filing disclosed 607MM in positions, representing 20% of the manager's regulatory AUM.

VSR FINANCIAL StockAlpha

-3.7%
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

VSR FINANCIAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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FEATURED IN
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VSR FINANCIAL Founders and Key Employees

Name Title In Position Since
James Michael Stanfield Chief Executive Officer October-2010
Donald Joseph Beary Executive Vice President Chairman Of The Board March-1985
Eileen M Quint Chief Financial Officer, Executive Vice President, Treasurer October-2001
Maureen Caresse Mcanarney Chief Operations Officer, Co-President October-2005
Jon Michael Stanfield Corporate Counsel, Secretary, Co-President July-2005
Susan Denise Vargason Vice President, Operations October-2008
Christopher Alex Cokinis Chief Compliance Officer December-2013

VSR FINANCIAL Brokers, Custodians, Auditors and Administrators

Type Company

VSR FINANCIAL Investment Strategy

Item 8 – Client Contact with Portfolio Managers

Clients should contact their IARs for information and advice regarding their Wrap Program account(s). Clients should discuss with the IAR any changes in the client’s financial situation deemed to be material or appropriate as soon as practical after they become aware of the change.

Item 9 – Additional Information

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VSR FINANCIAL Portfolio Concentration

VSR FINANCIAL Location

8620 W. 110TH STREET
OVERLAND PARK, Kansas
UNITED STATES, 66210

VSR FINANCIAL Contact Information

Phone Number: 913-234-8390
Fax Number: 913-982-8479
Website:

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