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BRYN MAWR TRUST ADVISORS, LLC
PHILADELPHIA, PA
215.731.1820
SEC #801-108434Total AUM
$3.5B
Employees
87Clients
1,412Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1818 MARKET STREET
22ND FLOOR
PHILADELPHIA
PA 19103
United States
22ND FLOOR
PHILADELPHIA
PA 19103
United States
Operating Hours
9-5
Monday - Friday
Monday - Friday
Phone
215.731.1820
Other Offices
8
Financials
Total AUM
$3.5B
Accounts
3,849Discretionary
$3.5B
Accounts
3,815Non-Discretionary
$45.2M
Accounts
34
Clients
Individual Clients
736AUM
$227.5M
HNW Individual Clients
599AUM
$3.1B
Banking Clients
1AUM
$3.2M
Pension/Profit Sharing Plan Clients
16AUM
$13.3M
Charitable Organization Clients
28AUM
$67.5M
Government Entity Clients
1AUM
$24.4M
Investment Advisor Clients
1AUM
$14.4M
Corporation or Business Clients
30AUM
$83.8M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
SUB-ADVISORY SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CACOCTDCDEFLMAMDMEMNNCNHNJNYOHPASCTXVAWA
Affiliates
Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.