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Allan Kenneth Malina

SERVUS CAPITAL MANAGEMENT LLC·LYNCHBURG, Virginia
Unclaimed Profile
1922 GRAVES MILL ROAD, LYNCHBURG, VA 24502CRD# 4570812Firm CRD# 150195
01

About

Allan Kenneth Malina is a registered financial advisor based in LYNCHBURG, Virginia, affiliated with SERVUS CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SERVUS CAPITAL MANAGEMENT LLC
SERVUS CAPITAL MANAGEMENT
AUM
$14M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at SERVUS CAPITAL MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4570812
Firm CRD# 150195
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Allan Kenneth Malina offer?
Allan Kenneth Malina specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LYNCHBURG, Virginia for a consultation.
What are Allan Kenneth Malina's credentials?
Allan Kenneth Malina is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Allan Kenneth Malina located?
Allan Kenneth Malina is based in LYNCHBURG, Virginia, working with SERVUS CAPITAL MANAGEMENT LLC. Their office serves clients in the LYNCHBURG metropolitan area and surrounding communities.
How does Allan Kenneth Malina charge for services?
Allan Kenneth Malina'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 SERVUS CAPITAL MANAGEMENT LLC?
SERVUS CAPITAL MANAGEMENT LLC has approximately 1 employees and manages $14M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Michael Francis Swallow — WELLINGS CAPITAL MANAGEMENT, LLCWilliam N Mays — PETTYJOHN, WOOD & WHITE, INC.John D Doyle — PETTYJOHN, WOOD & WHITE, INC.Eric J Sorenson — PETTYJOHN, WOOD & WHITE, INC.John Henry Hanna — FLIPPIN BRUCE & PORTER INC
Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
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