Louis Joseph Iovannone
Investment adviser representative at Malvern Capital Management
13 yearsExperience
2 statesRegistered in
$258.1MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Malvern Capital ManagementAug 2019 to now
- Symons Capital Management, Inc.Apr 2013 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Malvern Capital Management
Legal name: Malvern Capital Management, LLC
$258.1MAssets managed
133Clients
4Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2974684
- Firm CRD
- 292396