RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
Pennsylvania
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
May 7, 2012
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BARNES, EDWARD, JOSEPHIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
BARNES, EDWARD, JOSEPHIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
BARNES, EDWARD, JOSEPHIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
BARNES, EDWARD, JOSEPHIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
BARNES, EDWARD, JOSEPHIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
BARNES, EDWARD, JIPRESIDENTD Control
BARNES, EDWARD, JIPRESIDENTD Control
BARNES, EDWARD, JOSEPHIPRESIDENT & CHIEF COMPLIANCE OFFICERD Control
BARNES, EDWARD, JOSEPHIPRESIDENT & CHIEF COMPLIANCE OFFICERD Control
BARNES, EDWARD, JOSEPHIPRESIDENT & CHIEF COMPLIANCE OFFICERD Control
BARNES, EDWARD, JOSEPHIPRESIDENTD Control
HEERDT, ROBERT, JOHNIEXECUTIVE VICE PRESIDENTD Control
HEERDT, ROBERT, JOHNIEXECUTIVE VICE PRESIDENTD Control
HEERDT, ROBERT, JOHNIEXECUTIVE VICE PRESIDENTD Control
HEERDT, ROBERT, JOHNIEXECUTIVE VICE PRESIDENTD Control
HEERDT, ROBERT, JOHNIEXECUTIVE VICE PRESIDENTD Control
HEERDT, ROBERT, JOHNIEXECUTIVE VICE PRESIDENT / RETIREDB Control

Registrations

Federal

IA
May 7, 2012 REGISTERED

Notice Filings (1)

PA

Address

1100 SUMNEYTOWN PIKE
LANSDALE, PA 19446
United States
Phone: 215-855-1630