MALVERN CAPITAL MANAGEMENT - Financial Advisor in Pennsylvania, Malvern

Tel: 610-979-1462 5 Great Valley Parkway Suite 226 Malvern, Pennsylvania 19355

About MALVERN CAPITAL MANAGEMENT

MALVERN CAPITAL MANAGEMENT is a Malvern, Pennsylvania based financial advisory firm with nearly $225,376,716 in assets under management and provides investment advisory services for 350 clients. There are currently 5 financial advisors at the firm.

General Information

Firm CRD#:

292396

Firm SEC#:

801-131034

Assets Under Management:

$225,376,716

No. of Clients:

350

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (OUTSOURCED CIO SERVICES)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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209

980

$7,909,760,294,676

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164593

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153

262

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$323,710,000

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