Bryn Mawr Investments

RIAState Registered
Total AUM
$10K
Discretionary
$10K
100% of AUM
Avg account
$5K
Accounts
2
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
290325
Custodians
TRADESTATION SECURITIES, INC., FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Performance Based Fees
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Bryn Mawr Investments is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients and offers financial planning alongside portfolio management for individuals, small businesses and other business or institutional clients. Its fee model includes asset-based charges, hourly billing and the ability to collect performance-based fees. The firm does not identify as an active ESG investor, is not positioned as a multi-state adviser, and does not function as a capital allocator or pension consultant. The mix of services and fee arrangements is consistent with a small, client-focused RIA that can provide customized planning and discretionary portfolio management.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 60%, Exchange Traded Equities 20%, Non-Investment Grade Corp Bonds 20%60%
  • Cash & Cash Equivalents60%
  • Exchange Traded Equities20%
  • Non-Investment Grade Corp Bonds20%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth