RIA Intel›Advisers›Pennsylvania›BERWYN FINANCIAL SERVICES CORP.

BERWYN FINANCIAL SERVICES CORP.

Advisory

N·BERWYN, PA

Data as of Mar 20, 2014 · Source: SEC Form ADV

Total AUM
$12M
1-Year AUM Growth
+21.4%
3-Year CAGR
+6.5%
Employees
0
Assets Under Management
Total AUM$12M
Discretionary AUM$12M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees0
Investment Advisers3
Employee Growth (1Y)—
Filing History
Total Filings on Record20
First FilingMar 26, 2001
Latest FilingMar 20, 2014
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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