Michael
Malone
Almanack Investment Partners
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About this Advisor
Michael Malone is a financial advisor based out of Wayne, Pennsylvania with 3 years of relevant experience. Malone works at Almanack Investment Partners. During their career, Malone has held roles at Swarthmore Investment Management, Inc, Merion Wealth Partners, LLC, Mercap Advisors, Inc, Kendal/Crosslands, Pendle Hill, Michael Malone Investment Advisory and Almanack Investment Partners, LLC. Malone maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Pennsylvania. Almanack Investment Partners is an advisory business based out of Wayne, PA. It has offices in four locations and a total of 19 advisors. It has $773 million in assets under management among its 1,891 accounts, making it one of the bigger investment advisory firms in the country by assets under management. The firm provides services to 17 charitable organizations. Of its 1,891 client accounts, 17% belong to high-net-worth individuals who have more than $1 million in investable assets. The company has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors largely depend on the type of services. Fee types charged by Almanack Investment Partners can consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Almanack Investment Partners Brokerage Details
$772,464,492
19
1,891
$408,495
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Michael Malone Work History
Michael has been registered as a financial advisor for 3 years.*
Almanack Investment Partners, LLC
Michael Malone Investment Advisory
Kendal/Crosslands
Mercap Advisors, Inc
Pendle Hill
Merion Wealth Partners, LLC
Swarthmore Investment Management, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Malone to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Almanack Investment Partners
Baton Rouge, LA
Wayne, PA
Wayne, PA
Wayne, PA
Wayne, PA
Baton Rouge, LA
Wayne, PA
Wayne, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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