Unclaimed Profile

Marvin Ira Kline

LOGAN CAPITAL MANAGEMENT, INC.·NEWTOWN SQUARE, Pennsylvania

Clean record24 years registeredLOGAN CAPITAL MANAGEMENT, INC.

3843 WEST CHESTER PIKE, NEWTOWN SQUARE, PA 19073CRD# 4549107Firm CRD# 108893

Profile Verification

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

Identity

Marvin Ira Kline · NEWTOWN SQUARE, PA

Registration

CRD #4549107 · LOGAN CAPITAL MANAGEMENT, INC. · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LOGAN CAPITAL MANAGEMENT, INC.

LOGAN CAPITAL MANAGEMENT, INC.

Oct 2001 – Mar 2020

PHILADELPHIA, PA

Registrations & Exams

Registration record

First registered · October 5, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LOGAN CAPITAL MANAGEMENT, INC.

CRD 108893 · SEC 801-45536

AUM

$2.5B

Regulatory assets under management

Employees

1,730 client accounts

Services offered by LOGAN CAPITAL MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Security ratings or pricing services

Market timing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at LOGAN CAPITAL MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Marvin Ira Kline offer?

Marvin Ira Kline specializes in Financial Planning, Investment Management, Wealth Management.

What are Marvin Ira Kline's credentials?

Marvin Ira Kline is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Marvin Ira Kline located?

Marvin Ira Kline is based in NEWTOWN SQUARE, Pennsylvania, last registered with LOGAN CAPITAL MANAGEMENT, INC..

How does Marvin Ira Kline charge for services?

Marvin Ira Kline's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LOGAN CAPITAL MANAGEMENT, INC.?

LOGAN CAPITAL MANAGEMENT, INC. has approximately 35 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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