VILLANOVA FINANCIAL SERVICES, INC.
CRD #144171 SEC #801-68226 MALVERN, PA 610-296-6370
SEC Registered
Total AUM
$132.3M
Discretionary
$54.3M
Employees
6
Clients
1
Accounts
675
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2017 | $138.2M | $85.5M | $52.7M | 6 | 435 |
| Oct 2016 | $132.3M | $54.3M | $78M | 6 | 200 |
| Oct 2016 | $132.3M | $54.3M | $78M | 6 | 200 |
| Oct 2016 | $132.3M | $54.3M | $78M | 6 | 200 |
| Feb 2016 | $165M | $31M | $134M | 6 | 500 |
| Mar 2015 | $166M | $3M | $163M | 6 | 400 |
| Oct 2014 | $166M | $3M | $163M | 9 | 451 |
| Oct 2014 | $166M | $3M | $163M | 9 | 451 |
| Sep 2014 | $166M | $3M | $163M | 9 | 451 |
| Sep 2014 | $166M | $3M | $163M | 9 | 451 |
| Sep 2014 | $166M | $3M | $163M | 9 | 451 |
| Sep 2014 | $166M | $3M | $163M | 8 | 451 |
| Sep 2014 | $150.8M | $3M | $147.8M | 8 | 451 |
| Jun 2014 | $150.8M | $3M | $147.8M | 8 | 451 |
| May 2014 | $150.8M | $3M | $147.8M | 8 | 451 |
| Mar 2014 | $150.8M | $3M | $147.8M | 8 | 451 |
| Oct 2013 | $129M | $0 | $129M | 8 | 300 |
| Oct 2013 | $129M | $0 | $129M | 8 | 300 |
| Sep 2013 | $129M | $0 | $129M | 8 | 300 |
| Mar 2013 | $129M | $0 | $129M | 5 | 300 |
| Jan 2013 | $129M | $0 | $129M | 5 | 300 |
| Dec 2012 | $118.4M | $0 | $118.4M | 3 | 300 |
| Dec 2012 | $118.4M | $0 | $118.4M | 6 | 300 |
| Mar 2012 | $118.4M | $0 | $118.4M | 1 | 300 |
| Aug 2011 | $108.3M | $0 | $108.3M | 5 | -- |
| Mar 2011 | $108.3M | $0 | $108.3M | 5 | -- |
| Mar 2011 | $48.7M | $0 | $48.7M | 5 | -- |
| Feb 2009 | $35.4M | $0 | $35.4M | 5 | -- |
| Mar 2008 | $36.4M | $0 | $36.4M | 5 | -- |
| Oct 2007 | $32.9M | $0 | $32.9M | 5 | -- |
DateMar 2017
Total AUM$138.2M
Discretionary$85.5M
Non-Disc.$52.7M
Employees6
Clients435
DateOct 2016
Total AUM$132.3M
Discretionary$54.3M
Non-Disc.$78M
Employees6
Clients200
DateOct 2016
Total AUM$132.3M
Discretionary$54.3M
Non-Disc.$78M
Employees6
Clients200
DateOct 2016
Total AUM$132.3M
Discretionary$54.3M
Non-Disc.$78M
Employees6
Clients200
DateFeb 2016
Total AUM$165M
Discretionary$31M
Non-Disc.$134M
Employees6
Clients500
DateMar 2015
Total AUM$166M
Discretionary$3M
Non-Disc.$163M
Employees6
Clients400
DateOct 2014
Total AUM$166M
Discretionary$3M
Non-Disc.$163M
Employees9
Clients451
DateOct 2014
Total AUM$166M
Discretionary$3M
Non-Disc.$163M
Employees9
Clients451
DateSep 2014
Total AUM$166M
Discretionary$3M
Non-Disc.$163M
Employees9
Clients451
DateSep 2014
Total AUM$166M
Discretionary$3M
Non-Disc.$163M
Employees9
Clients451
DateSep 2014
Total AUM$166M
Discretionary$3M
Non-Disc.$163M
Employees9
Clients451
DateSep 2014
Total AUM$166M
Discretionary$3M
Non-Disc.$163M
Employees8
Clients451
DateSep 2014
Total AUM$150.8M
Discretionary$3M
Non-Disc.$147.8M
Employees8
Clients451
DateJun 2014
Total AUM$150.8M
Discretionary$3M
Non-Disc.$147.8M
Employees8
Clients451
DateMay 2014
Total AUM$150.8M
Discretionary$3M
Non-Disc.$147.8M
Employees8
Clients451
DateMar 2014
Total AUM$150.8M
Discretionary$3M
Non-Disc.$147.8M
Employees8
Clients451
DateOct 2013
Total AUM$129M
Discretionary$0
Non-Disc.$129M
Employees8
Clients300
DateOct 2013
Total AUM$129M
Discretionary$0
Non-Disc.$129M
Employees8
Clients300
DateSep 2013
Total AUM$129M
Discretionary$0
Non-Disc.$129M
Employees8
Clients300
DateMar 2013
Total AUM$129M
Discretionary$0
Non-Disc.$129M
Employees5
Clients300
DateJan 2013
Total AUM$129M
Discretionary$0
Non-Disc.$129M
Employees5
Clients300
DateDec 2012
Total AUM$118.4M
Discretionary$0
Non-Disc.$118.4M
Employees3
Clients300
DateDec 2012
Total AUM$118.4M
Discretionary$0
Non-Disc.$118.4M
Employees6
Clients300
DateMar 2012
Total AUM$118.4M
Discretionary$0
Non-Disc.$118.4M
Employees1
Clients300
DateAug 2011
Total AUM$108.3M
Discretionary$0
Non-Disc.$108.3M
Employees5
Clients--
DateMar 2011
Total AUM$108.3M
Discretionary$0
Non-Disc.$108.3M
Employees5
Clients--
DateMar 2011
Total AUM$48.7M
Discretionary$0
Non-Disc.$48.7M
Employees5
Clients--
DateFeb 2009
Total AUM$35.4M
Discretionary$0
Non-Disc.$35.4M
Employees5
Clients--
DateMar 2008
Total AUM$36.4M
Discretionary$0
Non-Disc.$36.4M
Employees5
Clients--
DateOct 2007
Total AUM$32.9M
Discretionary$0
Non-Disc.$32.9M
Employees5
Clients--