Retired Owner · Logan Capital Management, Inc.
Marvin I. Kline
CRD 4549107 · Named on Form ADV at one SEC-registered adviser
At a glance
Logan Capital Management, Inc., an SEC-registered asset manager based in Newtown Square, PA with $3.1 billion in regulatory assets, lists Marvin I. Kline on its Form ADV as Retired Owner, a control person.
Firms and roles
- Logan Capital Management, Inc.Retired OwnerAsset manager · Newtown Square, PA · $3.1B in regulatory assets
AtlasMembers
Marvin’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Al BessePrincipal, Logan Capital Management, Inc.
- Dana H. StewardsonPrincipal, Logan Capital Management, Inc.
- Stephen S. LeePrincipal, Logan Capital Management, Inc.
- Richard E. BuchwaldSR. Advisor, Logan Capital Management, Inc.
- Mary T. EvansChief Operating Officer & CCO, Logan Capital Management, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Marvin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.