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).
Current Firm Details
Villanova Financial Services, Inc.
By the Numbers
-
Total Assets Under Management165MILLION
-
Total Number of Accounts682ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NJ, PA, TX
Financial Advisors at Villanova Financial Services, Inc.
No Advisor Found.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.