GOOD LIFE ADVISORS, LLC

https://www.facebook.com/fred.m.quattlebaum WYOMISSING, PA Investment Advisor How do I update this listing?

Good Life Advisors is based out of Wyomissing. Good Life Advisors is a large advisory firm with 7019 clients and discretionary assets under management (AUM) of $1,067,535,389 (Form ADV from 2019-08-14). Their last reported 13F filing for Q4 2019 included $352,852,000 in managed 13F securities and a top 10 holdings concentration of 41.11%. Good Life Advisors's largest holding is Vanguard S&P 500 ETF with shares held of 93,559. Good Life Advisors has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 14 13F filings

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12/31/2019

13F Sector Allocation Over Time

12/31/2019

13F Activity

  • Market Value $352.852 Million
  • Prior Market Value $323.459 Million
  • New Purchases15 stocks
  • Additional Purchases150 stocks
  • Sold out of12 stocks
  • Reduced holdings in86 stocks
  • Top 10 Holdings % 41.11 %
  • Turnover % [1]:10.07%
  • Turnover Alt % [2]: 4.24 %
  • Time Held Top20:7.90 quarters
  • Time Held Top10:8.90 quarters
  • Time Held All:8.22 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-02-14

Performance for Q4 2019: 4.01%
Performance Last 4 Quarters: 18.36%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

GOOD LIFE ADVISORS, LLC
2395 LANCASTER PIKE
READING PA    19607
Country: United States

Business Phone: 610-898-6927
Fax: 610-813-2863
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: PA
Number of employees: 103
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 7019
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures: 11.E (3),11.E (4)
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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GOOD LIFE ADVISORS, LLC

ownership team - last updated 2019-08-14
Name Title Start Date Direct/Indirect % Ownership
GOOD LIFE MANAGEMENT CO., LLC MEMBER 05/01/2014 Direct 75% or more
Fund Name Position direct/indirect start date end date
GOOD LIFE ADVISORS, LLC MEMBER direct 2014-05-01
NEIN, COURTNIE, ELIZABETH MANAGING PARTNER 05/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
GOOD LIFE ADVISORS, LLC MANAGING PARTNER direct 2014-05-01
GOOD LIFE ADVISORS, LLC MEMBER/MANAGER MEMBER indirect 2014-05-01
DELANEY, CONOR, FRANCIS CEO 07/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
GOOD LIFE ADVISORS, LLC MEMBER/ MANAGER MEMBER indirect 2014-07-01
GOOD LIFE ADVISORS, LLC MANAGING PARTNER direct 2014-07-01
BROCHU, DENISE, JUNE CHIEF COMPLIANCE OFFICER 08/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
GOOD LIFE ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2018-08-01
DELANEY, CONOR, FRANCIS OWNER GOOD LIFE MANAGEMENT CO., LLC 05/01/2014 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
GOOD LIFE ADVISORS, LLC MEMBER/ MANAGER MEMBER indirect 2014-07-01
GOOD LIFE ADVISORS, LLC MANAGING PARTNER direct 2014-07-01
NEIN, COURTNIE, ELIZABETH OWNER GOOD LIFE MANAGEMENT CO., LLC 05/01/2014 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
GOOD LIFE ADVISORS, LLC MANAGING PARTNER direct 2014-05-01
GOOD LIFE ADVISORS, LLC MEMBER/MANAGER MEMBER indirect 2014-05-01

GOOD LIFE ADVISORS, LLC

ownership team - last updated 2019-05-14
Name Title Start Date Direct/Indirect % Ownership
GOOD LIFE MANAGEMENT CO., LLC MEMBER 05/01/2014 Direct 75% or more
Fund Name Position direct/indirect start date end date
GOOD LIFE ADVISORS, LLC MEMBER direct 2014-05-01
NEIN, COURTNIE, ELIZABETH MANAGING PARTNER 05/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
GOOD LIFE ADVISORS, LLC MANAGING PARTNER direct 2014-05-01
GOOD LIFE ADVISORS, LLC MEMBER/MANAGER MEMBER indirect 2014-05-01
DELANEY, CONOR, FRANCIS CEO 07/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
GOOD LIFE ADVISORS, LLC MEMBER/ MANAGER MEMBER indirect 2014-07-01
GOOD LIFE ADVISORS, LLC MANAGING PARTNER direct 2014-07-01
BROCHU, DENISE, JUNE CHIEF COMPLIANCE OFFICER 08/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
GOOD LIFE ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2018-08-01
DELANEY, CONOR, FRANCIS OWNER GOOD LIFE MANAGEMENT CO., LLC 05/01/2014 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
GOOD LIFE ADVISORS, LLC MEMBER/ MANAGER MEMBER indirect 2014-07-01
GOOD LIFE ADVISORS, LLC MANAGING PARTNER direct 2014-07-01
NEIN, COURTNIE, ELIZABETH OWNER GOOD LIFE MANAGEMENT CO., LLC 05/01/2014 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
GOOD LIFE ADVISORS, LLC MANAGING PARTNER direct 2014-05-01
GOOD LIFE ADVISORS, LLC MEMBER/MANAGER MEMBER indirect 2014-05-01

GOOD LIFE ADVISORS, LLC

ownership team - last updated 2019-03-18
Name Title Start Date Direct/Indirect % Ownership
GOOD LIFE MANAGEMENT CO., LLC MEMBER 05/01/2014 Direct 75% or more
Fund Name Position direct/indirect start date end date
GOOD LIFE ADVISORS, LLC MEMBER direct 2014-05-01
NEIN, COURTNIE, ELIZABETH MANAGING PARTNER 05/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
GOOD LIFE ADVISORS, LLC MANAGING PARTNER direct 2014-05-01
GOOD LIFE ADVISORS, LLC MEMBER/MANAGER MEMBER indirect 2014-05-01
DELANEY, CONOR, FRANCIS CEO 07/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
GOOD LIFE ADVISORS, LLC MEMBER/ MANAGER MEMBER indirect 2014-07-01
GOOD LIFE ADVISORS, LLC MANAGING PARTNER direct 2014-07-01
BROCHU, DENISE, JUNE CHIEF COMPLIANCE OFFICER 08/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
GOOD LIFE ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2018-08-01
DELANEY, CONOR, FRANCIS OWNER GOOD LIFE MANAGEMENT CO., LLC 05/01/2014 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
GOOD LIFE ADVISORS, LLC MEMBER/ MANAGER MEMBER indirect 2014-07-01
GOOD LIFE ADVISORS, LLC MANAGING PARTNER direct 2014-07-01
NEIN, COURTNIE, ELIZABETH OWNER GOOD LIFE MANAGEMENT CO., LLC 05/01/2014 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
GOOD LIFE ADVISORS, LLC MANAGING PARTNER direct 2014-05-01
GOOD LIFE ADVISORS, LLC MEMBER/MANAGER MEMBER indirect 2014-05-01

GOOD LIFE ADVISORS, LLC

ownership team - last updated 2018-12-20
Name Title Start Date Direct/Indirect % Ownership
GOOD LIFE MANAGEMENT CO., LLC MEMBER 05/01/2014 Direct 75% or more
Fund Name Position direct/indirect start date end date
GOOD LIFE ADVISORS, LLC MEMBER direct 2014-05-01
NEIN, COURTNIE, ELIZABETH MANAGING PARTNER 05/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
GOOD LIFE ADVISORS, LLC MANAGING PARTNER direct 2014-05-01
GOOD LIFE ADVISORS, LLC MEMBER/MANAGER MEMBER indirect 2014-05-01
DELANEY, CONOR, FRANCIS CEO 07/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
GOOD LIFE ADVISORS, LLC MEMBER/ MANAGER MEMBER indirect 2014-07-01
GOOD LIFE ADVISORS, LLC MANAGING PARTNER direct 2014-07-01
BROCHU, DENISE, JUNE CHIEF COMPLIANCE OFFICER 08/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
GOOD LIFE ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2018-08-01
DELANEY, CONOR, FRANCIS OWNER GOOD LIFE MANAGEMENT CO., LLC 05/01/2014 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
GOOD LIFE ADVISORS, LLC MEMBER/ MANAGER MEMBER indirect 2014-07-01
GOOD LIFE ADVISORS, LLC MANAGING PARTNER direct 2014-07-01
NEIN, COURTNIE, ELIZABETH OWNER GOOD LIFE MANAGEMENT CO., LLC 05/01/2014 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
GOOD LIFE ADVISORS, LLC MANAGING PARTNER direct 2014-05-01
GOOD LIFE ADVISORS, LLC MEMBER/MANAGER MEMBER indirect 2014-05-01

GOOD LIFE ADVISORS, LLC

ownership team - last updated 2018-06-15
Name Title Start Date Direct/Indirect % Ownership
GOOD LIFE MANAGEMENT CO., LLC MEMBER 05/01/2014 Direct 75% or more
Fund Name Position direct/indirect start date end date
GOOD LIFE ADVISORS, LLC MEMBER direct 2014-05-01
NEIN, COURTNIE, ELIZABETH MANAGING PARTNER 05/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
GOOD LIFE ADVISORS, LLC MANAGING PARTNER direct 2014-05-01
GOOD LIFE ADVISORS, LLC MEMBER/MANAGER MEMBER indirect 2014-05-01
GROMIS, RICHARD CHIEF COMPLIANCE OFFICER 05/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
GOOD LIFE ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2014-05-01
DELANEY, CONOR, FRANCIS CEO 07/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
GOOD LIFE ADVISORS, LLC MEMBER/ MANAGER MEMBER indirect 2014-07-01
GOOD LIFE ADVISORS, LLC MANAGING PARTNER direct 2014-07-01

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