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 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: Nov 17, 2011. View historical filings

Reported services

Business portfolio management

Compensation

Percentage of assets · Fixed

Principal office

401 HALL ST SW, STE 434
GRAND 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.