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Edward A. Trumpbour
VILLANOVA INVESTMENT MANAGEMENT COMPANY
Berwyn, PA 19312
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CRD#: 1432494
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Professional summary
Edward Anthony Trumpbour is a registered financial advisor currently at VILLANOVA INVESTMENT MANAGEMENT COMPANY, LLC located in Berwyn, Pennsylvania.
Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Edward has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Edward Trumpbour is an Executive Officer of the VIMCO Founders Fund LP, a pooled investment vehicle which is owned and managed by Villanova Investment Management Company. Villanova Investment Management Company is the General Partner of the Fund. Address: 1000 Chesterbrook Blvd, Suite 100, Berwyn, PA 19312. Edward spends approximately 5 hours per month as the General Partner of the Fund all during securities trading hours. The General Partner reviews the monthly NAV packages and expense to ensure the performance and fees are correctly allocated to each underlying Limited Partner along with additional administrative duties.
CRS (Client Relationship Summary) - RIA
Click below to view Edward Anthony Trumpbour's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 27, 2017 - Present
VILLANOVA INVESTMENT MANAGEMENT COMPANY, LLC
Office #1: 1000 Chesterbrook Blvd. Suite 100, Berwyn, PA 19312RIA
CRD#: 287809
Berwyn, PA
Past
January 31, 2001 - July 7, 2015
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 110783
PHILADELPHIA, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VI
VILLANOVA INVESTMENT MANAGEMENT COMPANY, LLC
VILLANOVA INVESTMENT MANAGEMENT COMPANY, LLC
CRD#: 287809 / SEC#: 801-132074
RIA
Registered Investment Advisory firm - (2/10/2025 Approved)Pennsylvania
Registered Investment Advisory firm - (2/11/2025 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Pennsylvania(6/27/2017)
Current Firm
VI
VILLANOVA INVESTMENT MANAGEMENT COMPANY, LLC
VILLANOVA INVESTMENT MANAGEMENT COMPANY, LLC
CRD#: 287809 / SEC#: 801-132074
RIA
Registered Investment Advisory firm - (2/10/2025 Approved)Pennsylvania
Registered Investment Advisory firm - (2/11/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
200 Eagle Road Suite 230, Wayne, PA 19087
Mailing Address
Phone number
(267) 923-0004
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 7 |
| AUM (Assets Under Management) | $ 113,982,371 |
Red Flags
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