WUNDERLICH Overview
Wunderlich Securities Inc. is an investment advisor that manages 1.1 BN dollars in regulatory AUM and has 499 employees, of which 204 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/14 to 06/30/21. The fund's latest filing disclosed 904MM in positions, representing 84% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/14 to 06/30/21. The fund's latest filing disclosed 904MM in positions, representing 84% of the manager's regulatory AUM.
WUNDERLICH StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
WUNDERLICH Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 5.17% | Tech | 8.78% | 0.04% | 0 | 0% | ||
| AMZN | 4.55% | Cons. Disc. | 0.12% | -0.27% | 0 | 0% | ||
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FEATURED IN
WUNDERLICH Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Gary Kent Jr Wunderlich | Director/Ceo | December-1997 |
| Philip Richard Jr Zanone | Director/President | December-1997 |
| William David Woodward | Chief Compliance Officer | September-2011 |
| Brent Patrick Nicks | Chief Compliance Officer Advisory Services | October-2013 |
| Lionel Findlay Conacher | Board Of Director | December-2013 |
| Stephen Joseph Bonnema | Chief Operating Officer & Director | July-2002 |
| Stacy Malinda Hodges | Chief Financial Officer | December-2014 |
| Michael John Campbell | Senior Advisor And Bod Member | January-2015 |
WUNDERLICH Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
WUNDERLICH Investment Strategy
WUNDERLICH Portfolio Concentration
WUNDERLICH Location
6000 POPLAR AVENUE
SUITE 150
MEMPHIS, Tennessee
UNITED STATES, 38119
SUITE 150
MEMPHIS, Tennessee
UNITED STATES, 38119
WUNDERLICH Contact Information
Phone Number: 901-251-1330
Fax Number: 901-251-1352
Website: null
Fax Number: 901-251-1352
Website: null
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