WAGNER BOWMAN Overview

Wagner Bowman Management Corp is an investment advisor that manages 467.3 MM dollars in regulatory AUM and has 10 employees, of which 7 perform investment advisory functions.

The manager's has disclosed holdings from 09/30/02 to 09/30/16. The fund's latest filing disclosed 292MM in positions, representing 62% of the manager's regulatory AUM.

WAGNER BOWMAN StockAlpha

-2.3%
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

WAGNER BOWMAN Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VGT 7.36% ETF 1.09% -0.22% 0 3%
VHT 4.43% ETF -5.73% -0.42% 0 3%
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FEATURED IN
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WAGNER BOWMAN Founders and Key Employees

Name Title In Position Since
Daniel E. Wagner President April-1987
Marc J. Hertzberg Chief Compliance Officer January-2004

WAGNER BOWMAN Brokers, Custodians, Auditors and Administrators

Type Company

WAGNER BOWMAN Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Form ADV Part 2A, Item 8
A. Describe the methods of analysis and investment strategies you use in formulating investment advice or managing assets. Explain that investing in securities involves risk of loss that clients should be prepared to bear.

WBMC manages each client’s portfolio on an individualized basis. WBMC recognizes that each client has different investment related factors. WBMC utilizes internal efforts to develop all client portfolio recommendations. Depending on the particular client’s situation, WBMC may recommend that the client own individual stocks, exchange traded funds, individual bonds, certificates of deposit, mutual funds, publicly traded partnerships, or a combination thereof. WBMC has clients with all equity portfolios, all fixed income portfolios, and balanced portfolios of equities and fixed income. Among clients with balanced portfolios, the percentage of each portfoli...
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WAGNER BOWMAN Portfolio Concentration

WAGNER BOWMAN Location

1777 REISTERSTOWN ROAD
SUITE 295-B
BALTIMORE, Maryland
UNITED STATES, 21208-3106

WAGNER BOWMAN Contact Information

Phone Number: 410-653-7979
Fax Number: 410-653-8142
Website:

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