WESPAC ADVISORS LLC Overview

Wespac Advisors Llc is an investment advisor that manages 752.6 MM dollars in regulatory AUM and has 15 employees, of which 14 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/09 to 09/30/16. The fund's latest filing disclosed 89MM in positions, representing 12% of the manager's regulatory AUM.

WESPAC ADVISORS LLC StockAlpha

-2.2%
Top 25%
3yr StockAlpha Register for more...

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

WESPAC ADVISORS LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AMLP 3.13% ETF -1.98% -0.19% 0 6%
XLK 2.92% ETF 0.84% -0.09% 0 8%
Unlock Positions and Returns Details
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

WESPAC ADVISORS LLC Founders and Key Employees

Name Title In Position Since
Renee T. Szu President August-2008
John C. Williams Chief Compliance Officer May-2011

WESPAC ADVISORS LLC Brokers, Custodians, Auditors and Administrators

Type Company

WESPAC ADVISORS LLC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


WA engages in various types of analysis and research to assist in formulating investment advice for clients through the strategies that WA manages. We utilize fundamental research obtained through Standard & Poor’s, Argus, and Schwab, among others. We also use technical research obtained through Dorsey, Wright & Associates, one of the primary proponents of point & figure charting, a type of technical analysis that looks at the movements of security prices on charts. The synthesis of these types of analysis help us decide in which securities we want to invest based on their overall valuation levels and growth stories. In addition, it also helps us to determine price targets, good entry points for various securities, areas of relative strength in the financial markets, and proper price levels to set stop loss points in portfolios where we may to engage in risk management.

For clients where we directly ma...
Unlock Full Investment Process Description

WESPAC ADVISORS LLC Portfolio Concentration

WESPAC ADVISORS LLC Location

519 17TH STREET
5TH FLOOR
OAKLAND, California
UNITED STATES, 94612

WESPAC ADVISORS LLC Contact Information

Phone Number: 510-287-5255
Fax Number: 510-287-5282
Website:

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
Path A