Villanova Investment Management Company, LLC

Villanova Investment Management Company, LLC (CRD# 287809) is a financial advisory firm headquartered in Wayne, PA. They manage $99,494,815 in 7 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
200 Eagle Road, Suite 230, Wayne, PA 19087
http://www.villanovainvestco.com
By the Numbers
  • Total Assets Under Management
    99
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $14,213,545
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Villanova Investment Management Company, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Rastislav Berlansky, financial advisor Berwyn PA
Rastislav Berlansky
CRD#: 5741692
1000 Chesterbrook Blvd, Suite 100, Berwyn, PA 19312

Rastislav Berlansky (CRD# 5741692) is an Investment Advisor Representative working at Villanova Investment Management Company, LLC in Berwyn, PA and has 1 year of experience in the finance industry.

2
Donald Ohara, financial advisor Berwyn PA
Donald I. Ohara
CRD#: 2710243
1000 Chesterbrook Blvd, Suite 100, Berwyn, PA 19312

Donald Ohara (CRD# 2710243) is an Investment Advisor Representative working at Villanova Investment Management Company, LLC in Berwyn, PA and has over 12 years of experience in the finance industry.

3
Edward Trumpbour, financial advisor Berwyn PA
Edward A. Trumpbour
CRD#: 1432494
1000 Chesterbrook Blvd., Suite 100, Berwyn, PA 19312

Edward Trumpbour (CRD# 1432494) is an Investment Advisor Representative working at Villanova Investment Management Company, LLC in Berwyn, PA and has over 27 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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