SEARCY FINANCIAL SERVICES INC

https://www.linkedin.com/in/michaeljsearcy/ OVERLAND PARK, KS Investment Advisor How do I update this listing?

Also known as:

  • SEARCY FINANCIAL SERVICES LLC /ADV
  • SEARCY FINANCIAL SERVICES LLC

Searcy Financial Services is based out of Overland Park. Searcy Financial Services is a large advisory firm with 170 clients and discretionary assets under management (AUM) of $226,784,221 (Form ADV from 2018-07-01). Their last reported 13F filing for Q4 2018 included $78,834,000 in managed 13F securities and a top 10 holdings concentration of 98.98%. Searcy Financial Services's largest holding is PIMCO Enhanced Short Maturity ETF with shares held of 159,858. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: Not ready yet
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

SEARCY FINANCIAL SERVICES, INC.
12980 FOSTER STREET SUITE 160
OVERLAND PARK KS    66213-2703
Country: United States

Business Phone: 913-814-3800
Fax: 913-814-3900
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: KS
Number of employees: 7
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 14,765,500
Total Number of Clients: 170
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Non-derivative Insider Transactions Since 12/31/2018

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