THE GWYNEDD COMPANY
CRD #105936 SEC #801-48894 LANSDALE, PA 215-855-1630
SEC Registered
Total AUM
$74.2M
Discretionary
$0
Employees
1
Clients
11
Accounts
136
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2012 | $74.2M | $0 | $74.2M | 1 | 26 |
| May 2012 | $74.2M | $0 | $74.2M | 1 | 26 |
| Feb 2012 | $74.2M | $0 | $74.2M | 1 | 26 |
| Feb 2011 | $78.9M | $0 | $78.9M | 5 | -- |
| Mar 2010 | $73.1M | $0 | $73.1M | 5 | -- |
| Feb 2007 | $79.2M | $0 | $79.2M | 5 | -- |
| Mar 2006 | $58.4M | $0 | $58.4M | 10 | -- |
| Sep 2005 | $47.3M | $0 | $47.3M | 5 | -- |
| Mar 2004 | $36.3M | $0 | $36.3M | 5 | -- |
| Mar 2004 | $36.3M | $0 | $36.3M | 5 | -- |
| Mar 2002 | $42.3M | $0 | $42.3M | 5 | -- |
DateMay 2012
Total AUM$74.2M
Discretionary$0
Non-Disc.$74.2M
Employees1
Clients26
DateMay 2012
Total AUM$74.2M
Discretionary$0
Non-Disc.$74.2M
Employees1
Clients26
DateFeb 2012
Total AUM$74.2M
Discretionary$0
Non-Disc.$74.2M
Employees1
Clients26
DateFeb 2011
Total AUM$78.9M
Discretionary$0
Non-Disc.$78.9M
Employees5
Clients--
DateMar 2010
Total AUM$73.1M
Discretionary$0
Non-Disc.$73.1M
Employees5
Clients--
DateFeb 2007
Total AUM$79.2M
Discretionary$0
Non-Disc.$79.2M
Employees5
Clients--
DateMar 2006
Total AUM$58.4M
Discretionary$0
Non-Disc.$58.4M
Employees10
Clients--
DateSep 2005
Total AUM$47.3M
Discretionary$0
Non-Disc.$47.3M
Employees5
Clients--
DateMar 2004
Total AUM$36.3M
Discretionary$0
Non-Disc.$36.3M
Employees5
Clients--
DateMar 2004
Total AUM$36.3M
Discretionary$0
Non-Disc.$36.3M
Employees5
Clients--
DateMar 2002
Total AUM$42.3M
Discretionary$0
Non-Disc.$42.3M
Employees5
Clients--