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 investment adviser that began its SEC registration in 2016. The firm acts as a capital allocator for both individual and family clients as well as institutional accounts, offering financial planning, portfolio management for individuals and small businesses, pension consulting and selection of other advisers. Its billing methods include percentage-of-AUM, hourly charges and fixed fees. The adviser reports active ESG investing and maintains relationships with banking, trust and insurance entities as part of its broader operating and referral ecosystem.
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 182Active vs passive
$1.1B in ETFs
91%
$991M
3%
$96.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $129M | 168,453 | 11.86% |
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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