Malvern Capital Management L.L.C. (St. George)

Name: Malvern Capital Management L.L.C.
Address: 190 Shadow Pointe Drive, St. George, UT, 84770
Telephone: 435-656-0718

Malvern Capital Management L.L.C. is an adviser based in St. George. It manages $49.44 million of regulatory assets for 252 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Pennsylvania and Utah.

Malvern Capital Management L.L.C provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Malvern Capital Management L.L.C: assets under management

The assets under management (AUM) of Malvern Capital Management L.L.C. is $49.44 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 14% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $49.44 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $196.19 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Malvern Capital Management L.L.C. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in St. George

The principal office where Malvern Capital Management L.L.C. performs its advisory services is located at 190 Shadow Pointe Drive, St. George, UT 84770, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 435-656-0718. The normal business hours are by appointment only on Monday - Friday. You can find more information about the New York firm at www.malverncapital.com.

Malvern Capital Management L.L.C. (St. George)

Malvern Capital Management L.L.C: assets under management

Fees & Commissions

Based in St. George

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