Investment adviser · CRD 150777
BRYN MAWR FINANCIAL, LLC
Investment adviser filing (IA)
GRAND RAPIDS, MI, United States · Form ADV filed Nov 17, 2011
- Regulatory AUM
- $55M Form ADV · Item 5.F
- Client accounts
- 2 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe 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: Nov 17, 2011. View historical filings
Reported services
Business portfolio management
Compensation
Percentage of assets · Fixed
Principal office
401 HALL ST SW, STE 434GRAND RAPIDS, MI, 49503, United States
CRD 150777
Filing source
Form ADV 590863 · Nov 17, 2011 · 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.