Malvern Capital Management
Malvern Capital Management (CRD# 292396) is a financial advisory firm headquartered in Malvern, PA. They manage $77,431,113 in 216 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management77MILLION
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Total Number of Accounts216ACCOUNTS
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Average Account Value$358,477
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
NJ, PA, TX
Michael Czajka (CRD# 1529137) is an Investment Advisor Representative working at Malvern Capital Management in Malvern, PA and has over 34 years of experience in the finance industry.
Michael is a passionate entrepreneur and a 30-year veteran of the financial services industry specializing in institutional and wealth management business development including successful business expansion, distribution and executive management skills. In addition to co-founding Malvern Capital Management, Michael was a former CEO of an SEC registered investment adviser where he played a significant role over twelve years improving, building and growing the small adviser business into a half-billion dollar enterprise prior to his departure.
Louis Iovannone (CRD# 2974684) is an Investment Advisor Representative working at Malvern Capital Management in Malvern, PA and has over 26 years of experience in the finance industry.
James Olsen (CRD# 1599511) is an Investment Advisor Representative working at Malvern Capital Management in Malvern, PA and has over 30 years of experience in the finance industry.