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Building 2BERWYN FINANCIAL SERVICES CORP.

Map pinBERWYN, PA
Phone610-408-9850
NotebookSEC #801-56469
Total AUM
$12.4M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1189 LANCASTER AVENUE
BERWYN
PA 19312
United States
Operating Hours
8:30A.M.-5:00P.M.
Monday - Friday
Phone
610-408-9850

ReceiptFinancials

Total AUM
$12.4M
Accounts
33
Discretionary
$12.4M
Accounts
33
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)SRO Rule Violation
State Registrations
DEPA

HandshakeAffiliates

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

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