CRD: 297714
Malvern Ridge Wealth Management
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- Custodian
- ADP · Charles Schwab & Company · Prudential · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Vital zenithCapital +more
- Established Date
- 07-17-2018
- Office Locations
- 1
Office Locations
About Malvern Ridge Wealth Management
Malvern Ridge Wealth Management is an independent Englewood Cliffs, NJ advisory firm providing comprehensive financial planning and investment management for individuals, families, retirees, and business owners. The firm builds flexible, goals-based strategies with unbiased recommendations, typically using ETFs and fixed income within diversified asset-allocation portfolios, and also helps businesses improve or establish retirement plans.
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Owner & Executives
DAVID G FRAZIER
Advisor, Chief Compliance Officer, MANAGING DIRECTOR
- CRD
- #2988088
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,761,231 | -- |
| Non-Discretionary | $2,254,281 | -- |
| Total | $8,015,512 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,015,512
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $766,376,757 | 25.0% |
| U.S. Government/Agency | $438,367,505 | 14.3% |
| Public Funds | $1,860,762,766 | 60.7% |
| Total | $3,065,507,028 | 100.0% |