Villanova Financial Services, Inc.

Villanova Financial Services, Inc. (CRD# 144171) is a financial advisory firm headquartered in Malvern, PA. They manage $165,000,000 in 682 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    165
    MILLION
  • Total Number of Accounts
    682
    ACCOUNTS
  • Average Account Value
    $241,935
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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.

NJ, PA, TX

Financial Advisors at Villanova Financial Services, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Brian J. Fisher
CRD#: 3045204
1033 East High Street, Pottstown, PA 19464
93
Wealthminder
score

Brian Fisher (CRD# 3045204) is an Investment Advisor Representative working at Villanova Financial Services, Inc. in Pottstown, PA and has over 18 years of experience in the finance industry.

2
William B. Mullin
CRD#: 2702894
20 Valley Stream Parkway, Suite 280, Malvern, PA 19355
93
Wealthminder
score

William Mullin (CRD# 2702894) is an Investment Advisor Representative working at Villanova Financial Services, Inc. in Malvern, PA and has over 20 years of experience in the finance industry.

3
Stephen A. Barbella
CRD#: 2661854
20 Valley Stream Parkway, Suite 280, Malvern, PA 19355
71
Wealthminder
score

Stephen Barbella (CRD# 2661854) is an Investment Advisor Representative working at Villanova Financial Services, Inc. in Malvern, PA and has over 21 years of experience in the finance industry.

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