Servus Capital Management

Servus Capital Management (CRD# 150195) is a financial advisory firm headquartered in Lynchburg, VA. They manage $19,786,929 in 118 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1922 Graves Mill Road, Upper Level, Lynchburg, VA 24502
http://www.servuscm.com
By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    118
    ACCOUNTS
  • Average Account Value
    $167,686
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH, VA

Financial Advisors at Servus Capital Management
Showing 1 - 1 of 1 top financial advisors.
1
Allan Malina, financial advisor Lynchburg VA
Allan K. Malina
CRD#: 4570812
1922 Graves Mill Road, Upper Level, Lynchburg, VA 24502

Allan Malina (CRD# 4570812) is an Investment Advisor Representative working at Servus Capital Management in Lynchburg, VA and has over 18 years of experience in the finance industry.

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