WEALTHTRUST-ARIZONA Overview

Wealthtrust-arizona Llc is an investment advisor that manages 431.3 MM dollars in regulatory AUM and has 10 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/07 to 09/30/16. The fund's latest filing disclosed 166MM in positions, representing 39% of the manager's regulatory AUM.

WEALTHTRUST-ARIZONA StockAlpha

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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
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EBIDTA Margin Debt/Assets Hedge Fund Crowding

WEALTHTRUST-ARIZONA Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BSCK 12.53% ETF -1.69% -0.27% 13 0%
RPG 12.21% ETF -2.16% -0.46% 3 1%
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FEATURED IN
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WEALTHTRUST-ARIZONA Founders and Key Employees

Name Title In Position Since
Benjamin R. Wilson Partner November-2006
Paul A. Ahern Partner November-2006
Michael L. Bowen Partner, Chief Compliance Officer July-2010
Todd J. Stoa President January-2015

WEALTHTRUST-ARIZONA Brokers, Custodians, Auditors and Administrators

Type Company

WEALTHTRUST-ARIZONA Investment Strategy

WEALTHTRUST-ARIZONA Portfolio Concentration

WEALTHTRUST-ARIZONA Location

8434 E. SHEA BOULEVARD
SCOTTSDALE, Arizona
UNITED STATES, 85260

WEALTHTRUST-ARIZONA Contact Information

Phone Number: 480-483-7300
Fax Number: 480-443-4810
Website:

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