Villanova Sa Capital Trust is a large advisory firm based in Conshohocken. It manages $374.4 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Pennsylvania.
Villanova Sa Capital Trust provides portfolio management for investment companies and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Villanova Sa Capital Trust is $374.4 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Villanova Sa Capital Trust for their services and products based on a percentage of assets under management. 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.
Paul James Hondros has been acting as President since 1 Mar 1999. William Howard Miller joined the executive team most recently as the Svp/Senior Portfolio Manager.
The principal office where Villanova Sa Capital Trust performs its advisory services is located at 1200 River Road, Conshohocken, PA 19428, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 484-530-1300 or by fax 484-530-1323. The normal business hours are 8:00am to 5:00pm on Monday - Friday.