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Building 2VILLANOVA FINANCIAL SERVICES, INC.

Map pinMALVERN, PA
Phone610-296-6370
NotebookSEC #801-68226
Total AUM
$138.2M
Employees
6
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
20 VALLEY STREAM PARKWAY
SUITE 280
MALVERN
PA 19355
United States
Operating Hours
9-5
Monday - Friday
Phone
610-296-6370

ReceiptFinancials

Total AUM
$138.2M
Accounts
635
Discretionary
$85.5M
Accounts
124
Non-Discretionary
$52.7M
Accounts
511

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FINANCIAL PLANNING

Shield checkCompliance

Disclosures

None reported

State Registrations
NJPATX

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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