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Building 2VILLANOVA INVESTMENT MANAGEMENT COMPANY, LLC

Map pinBERWYN, PA
Phone267-923-0004
NotebookSEC #801-112137
Total AUM
$21.9M
Employees
4
Clients
6

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1000 CHESTERBROOK BLVD
SUITE 100
BERWYN
PA 19312
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
267-923-0004

ReceiptFinancials

Total AUM
$21.9M
Accounts
5
Discretionary
$21.9M
Accounts
5
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$0
HNW Individual Clients
3
AUM
$2.7M
Pooled Vehicle Clients
1
AUM
$6.1M
Pension/Profit Sharing Plan Clients
1
AUM
$13.1M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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