WFG ADVISORS LP Overview

Wfg Advisors Lp is an investment advisor that manages 1.8 BN dollars in regulatory AUM and has 191 employees, of which 173 perform investment advisory functions.

The manager's has disclosed holdings from 09/30/11 to 09/30/16. The fund's latest filing disclosed 402MM in positions, representing 22% of the manager's regulatory AUM.

WFG ADVISORS LP StockAlpha

-2.4%
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

WFG ADVISORS LP Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
XOM 2.19% Energy 1.12% -0.1% 0 29%
AAPL 2.1% Tech -2.99% -0.03% 0 42%
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WFG ADVISORS LP Founders and Key Employees

Name Title In Position Since
David W. Williams President September-2007
Claude R. Connelly Chief Operating Officer December-2012
Edward R. Kern Chief Financial Officer February-2014
Robert P. Schlangen Chief Compliance Officer August-2014
Thomas D. Kowalczyk Senior Vice President March-2014

WFG ADVISORS LP Brokers, Custodians, Auditors and Administrators

Type Company

WFG ADVISORS LP Investment Strategy

Item 8 – Client Contact with Portfolio Managers


While access to a money manager is not restricted specifically, it is anticipated that most client inquiries will occur through WFGA’s IAR.


Item 9 – Additional Information


Disciplinary Action

Wilson Williams, Chairman of Williams Financial Group, Inc., has two disclosed events that relate to WFG Investments, Inc.

For further information regarding the specifics of these items please contact Advisor Services at
800.225.3650 or WFGAdvisoryServices@williams-financial.com. The information in this report is not the only resource clients can consult. Clients can access additional information about WFG, WFGA, and its management personnel on the SEC website, located at
www.adviserinfo.sec.gov, as well as FINRA’s website, at www.finra.org/brokercheck.

Other Financial Industry Activities and Affiliations

WFGA is a wholly-owned subsidi...
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WFG ADVISORS LP Portfolio Concentration

WFG ADVISORS LP Location

2711 N HASKELL AVE
SUITE 2900
DALLAS, Texas
UNITED STATES, 75204

WFG ADVISORS LP Contact Information

Phone Number: 972-661-8700
Fax Number: 972-354-4434
Website:

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