1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2THE GWYNEDD COMPANY

Map pinLANSDALE, PA
Phone215-855-1630
NotebookSEC #801-48894
Total AUM
$74.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1100 SUMNEYTOWN PIKE
LANSDALE
PA 19446
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
215-855-1630

ReceiptFinancials

Total AUM
$74.2M
Accounts
136
Discretionary
$0
Accounts
0
Non-Discretionary
$74.2M
Accounts
136

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account