Unclaimed Profile

Michael Paul Czajka

MALVERN CAPITAL MANAGEMENT, LLC·MALVERN, Pennsylvania

Series 7, Series 8, Series 63Clean record21 years registeredMALVERN CAPITAL MANAGEMENT, LLC

5 GREAT VALLEY PARKWAY, MALVERN, PA 19355CRD# 1529137Firm CRD# 292396

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Paul Czajka · MALVERN, PA

Registration

CRD #1529137 · MALVERN CAPITAL MANAGEMENT, LLC · 21 years registered

Brand Profile

Not yet started

Career History

MALVERN CAPITAL MANAGEMENT

Mar 2018 – present

SYMONS CAPITAL MANAGEMENT INC

Aug 2005 – Dec 2017

MALVERN, PA

Registrations & Exams

FINRA examinations passed

Series 7

Series 8

Series 63

Registration record

First registered · August 10, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MALVERN CAPITAL MANAGEMENT, LLC

CRD 292396 · SEC 801-131034

AUM

$223M

Regulatory assets under management

Employees

359 client accounts

Services offered by MALVERN CAPITAL MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MALVERN CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Michael Paul Czajka offer?

Michael Paul Czajka specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MALVERN, Pennsylvania for a consultation.

What are Michael Paul Czajka's credentials?

Michael Paul Czajka is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Paul Czajka located?

Michael Paul Czajka is based in MALVERN, Pennsylvania, working with MALVERN CAPITAL MANAGEMENT, LLC. Their office serves clients in the MALVERN metropolitan area and surrounding communities.

How does Michael Paul Czajka charge for services?

Michael Paul Czajka's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MALVERN CAPITAL MANAGEMENT, LLC?

MALVERN CAPITAL MANAGEMENT, LLC has approximately 4 employees and manages $223M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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