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 06/30/17. The fund's latest filing disclosed 440MM in positions, representing 24% of the manager's regulatory AUM.
The manager's has disclosed holdings from 09/30/11 to 06/30/17. The fund's latest filing disclosed 440MM in positions, representing 24% of the manager's regulatory AUM.
WFG ADVISORS LP StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
WFG ADVISORS LP Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
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FEATURED IN
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...
Unlock Full Investment Process Description
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...
Unlock Full Investment Process Description
WFG ADVISORS LP Portfolio Concentration
WFG ADVISORS LP Location
2711 N HASKELL AVE
SUITE 2900
DALLAS, Texas
UNITED STATES, 75204
SUITE 2900
DALLAS, Texas
UNITED STATES, 75204
WFG ADVISORS LP Contact Information
Phone Number: 972-661-8700
Fax Number: 972-354-4434
Website: null
Fax Number: 972-354-4434
Website: null
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