RIA Intel›Advisers›Pennsylvania›VILLANOVA FINANCIAL SERVICES, INC.

VILLANOVA FINANCIAL SERVICES, INC.

Advisory

N·MALVERN, PA

Data as of Mar 24, 2017 · Source: SEC Form ADV

Total AUM

$138M

1-Year AUM Growth

-16.2%

3-Year CAGR

-2.8%

Employees

3

Assets Under Management

Total AUM$138M

Discretionary AUM$86M

Non-Discretionary AUM$53M

Discretionary %61.9%

Total Clients—

Team

Total Employees3

Investment Advisers6

Employee Growth (1Y)—

Filing History

Total Filings on Record32

First FilingJul 25, 2007

Latest FilingMar 24, 2017

🔒 Full AUM trend chart and 32 historical filings spanning 10+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on VILLANOVA FINANCIAL SERVICES, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.