Investment adviser · CRD 35586

BERWYN FINANCIAL SERVICES CORP.

Investment adviser filing (IA)

BERWYN, PA, United States · Form ADV filed Mar 20, 2014

Regulatory AUM
$12.4M
Form ADV · Item 5.F
Client accounts
33
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
0
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 20, 2014. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets

Principal office

1189 LANCASTER AVENUE
BERWYN, PA, 19312, United States

CRD 35586

Filing source

Form ADV 802180 · Mar 20, 2014 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.