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 03/31/16. The fund's latest filing disclosed 67MM in positions, representing 6% of the manager's regulatory AUM.

WUNDERLICH StockAlpha

-3.9%
Top 25%
2.25yr 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

WUNDERLICH Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
Get the Full Report
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

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

WUNDERLICH Contact Information

Phone Number: 901-251-1330
Fax Number: 901-251-1352
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 B