Bryn Mawr Wealth Management LLC

Bryn Mawr Wealth Management LLC (CRD# 146500) is a financial advisory firm headquartered in , . They manage $9,121,584 in 30 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.brynmawrwealth.com
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $304,053
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Bryn Mawr Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Robert Fertman, financial advisor Bryn Mawr PA
Robert B. Fertman
CRD#: 2740483
Bryn Mawr, PA

Robert Fertman (CRD# 2740483) is an Investment Advisor Representative working at Bryn Mawr Wealth Management LLC in Bryn Mawr, PA and has over 27 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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