Investment adviser · CRD 144171

VILLANOVA FINANCIAL SERVICES, INC.

Investment adviser filing (IA)

MALVERN, PA, United States · Form ADV filed Mar 24, 2017

Regulatory AUM
$138M
Form ADV · Item 5.F
Client accounts
635
Accounts, not individual clients
Employees
6
Reported in this filing
Advisory professionals
3
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 24, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Hourly · Fixed · Commissions

Principal office

20 VALLEY STREAM PARKWAY, SUITE 280
MALVERN, PA, 19355, United States

CRD 144171

Filing source

Form ADV 1089836 · Mar 24, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.