Bryn Mawr Trust Advisors, LLC
Firm details
- Headquarters
- Philadelphia, Pennsylvania
- CRD number
- 285359
- Registered since
- October 6, 2016
- Website
- www.bmt.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI87.65%
- Individuals6.47%
- Corporations / Businesses2.38%
- Charitable Organizations1.92%
- State / Municipal Government0.69%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Bryn Mawr Trust Advisors, LLC operates as an independent registered investment adviser organized as an LLC and registered with the SEC since 2016. The firm serves both individual/family and institutional clients and offers fee arrangements that include a percentage of assets under management, hourly billing, and fixed fees. Core advisory capabilities listed in filings include financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. The firm identifies itself as a capital allocator and reports being an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds40%
- Exchange Traded Equities36%
- Cash & Cash Equivalents9%
- US Government Bonds7%
- State & Local Bonds4%
Owners & executives
3 of 3
Jasmine Yu
Chief Investment OfficerCRD 5459343
Jacquelyn Blue
Chief of StaffCRD 4625639
Jamie Hopkins
Chief Executive OfficerCRD 7068255
Contacts
3 of 56
James Fisher
Senior Investment AdvisorCRD 2878479
Samuel Good
Portfolio AnalystCRD 7915168
Anthony Feudo
Investment AdvisorCRD 6639065
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 186Active vs passive
$1.1B in ETFs
91%
$958M
3%
$95.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $126M | 167,801 | 11.92% |
Location
Philadelphia, PA
Philadelphia
Location
Philadelphia, PA
Headquartered in Philadelphia, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Philadelphia
- Address
- 1818 Market St
- Time zone
- ET (UTC-5)
- Office locations
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