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 is an independent, SEC-registered registered investment adviser that operates as a capital allocator for both individual/family and institutional clients. The firm offers fee models that include a percentage of assets under management, hourly billing, and fixed fees. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers. The firm identifies as an active ESG investor and maintains industry relationships with banks, trust companies, insurance firms and other investment advisers.
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 3JASMINE YU
Chief Investment OfficerCRD 5459343
JACQUELYN BLUE
Chief of StaffCRD 4625639
JAMIE HOPKINS
Chief Executive OfficerCRD 7068255
Contacts
3 of 57JAMES 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 174Active vs passive
$923M in ETFs
91%
$839M
3%
$84M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $110M | 168,499 | 11.93% |
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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