The Gwynedd Company

The Gwynedd Company (CRD# 105936) is a financial advisory firm headquartered in Lansdale, PA. They manage $77,283,474 in 180 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    77
    MILLION
  • Total Number of Accounts
    180
    ACCOUNTS
  • Average Account Value
    $429,353
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at The Gwynedd Company
Showing 1 - 3 of 3 top financial advisors.
1
Robert M. Flood
CRD#: 1260398
1100 Sumneytown Pike, Lansdale, PA 19446
96
Wealthminder
score

Robert Flood (CRD# 1260398) is an Investment Advisor Representative working at The Gwynedd Company in Lansdale, PA and has over 33 years of experience in the finance industry.

2
Edward J. Barnes
CRD#: 3022178
1100 Sumneytown Pike, Lansdale, PA 19446
93
Wealthminder
score

Edward Barnes (CRD# 3022178) is an Investment Advisor Representative working at The Gwynedd Company in Lansdale, PA and has over 20 years of experience in the finance industry.

3
Brianna L. Barnes
CRD#: 6291965
1100 Sumneytown Pike, Lansdale, PA 19446
90
Wealthminder
score

Brianna Barnes (CRD# 6291965) is an Investment Advisor Representative working at The Gwynedd Company in Lansdale, PA and has over 3 years of experience in the finance industry.

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