Louis Joseph Iovannone

Employer firm

Malvern Capital Management CRD 292396

$258M regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2013 → 05/2019
  Symons Capital Management, Inc.
  Pittsburgh, PA
• 08/2019 → Present
  Malvern Capital Management
  Malvern, PA

Previous Registrations

• 2013-05-08 → 2019-06-14
  Symons Capital Management Inc
  Marlton, NJ
• 2000-03-14 → 2008-08-08
  Manchester Advisors
  Huntingdon Valley, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-01
• S63 Uniform Securities Agent State Law Examination
  1997-12-11

Other Names

• Louis J Iovannone
• Lou Iovannone