RIA Intelligence

BMT INVESTMENT ADVISERS

CRD #288718 SEC #801-110697 BERWYN, PA 610-581-4774
SEC Registered
Total AUM
$237M
Discretionary
$237M
Employees
0
Clients
--
Accounts
1

Firm Details

Organization Type
Other (specify) (STATUTORY TRUST)
State of Formation
Delaware
Fiscal Year End
MAY
Registration Date
--
Latest Filing
Mar 17, 2020
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
FOX, JENNIFER, DEMPSEYIPRESIDENT/TRUSTEENA Control
FOX, JENNIFER, DEMPSEYIPRESIDENT/PRINCIPAL EXECUTIVE OFFICER/TRUSTEENA Control
FOX, JENNIFER, DEMPSEYIPRESIDENT/PRINCIPAL EXECUTIVE OFFICER/TRUSTEENA Control
FOX, JENNIFER, DEMPSEYIPRESIDENT/PRINCIPAL EXECUTIVE OFFICER/TRUSTEENA Control
HARRINGTON, MICHAEL, WILLIAMITREASURER/TRUSTEENA Control
HARRINGTON, MICHAEL, WILLIAMITREASURER/TRUSTEENA Control
HARRINGTON, MICHAEL, WILLIAMITREASURER/TRUSTEENA Control
HARRINGTON, MICHAEL, WILLIAMITREASURER/TRUSTEENA Control
HARRINGTON, MICHAEL, WILLIAMITREASURER/TRUSTEENA Control
HARRINGTON, MICHAEL, WILLIAMITREASURER/TRUSTEENA Control
HARRINGTON, MICHAEL, WILLIAMITREASURER/TRUSTEENA Control
JENKINS, MARC, NMNITREASURER/PRINCIPAL FINANCIAL OFFICER/TRUSTEENA Control
LETO, FRANCIS, JOSEPHIPRESIDENT/TRUSTEENA Control
LETO, FRANCIS, JOSEPHIPRESIDENT/TRUSTEENA Control
LETO, FRANCIS, JOSEPHIPRESIDENT/TRUSTEENA Control
LETO, FRANCIS, JOSEPHIPRESIDENT/TRUSTEENA Control
WELLMAN, STEPHEN, MICHIEF COMPLIANCE OFFICER/TRUSTEENA Control
WELLMAN, STEPHEN, MICHIEF COMPLIANCE OFFICER/TRUSTEENA Control
WELLMAN, STEPHEN, MICHAELICHIEF COMPLIANCE OFFICER/TRUSTEENA Control
WELLMAN, STEPHEN, MICHAELICHIEF COMPLIANCE OFFICER/TRUSTEENA Control
WELLMAN, STEPHEN, MICHAELICHIEF COMPLIANCE OFFICER/TRUSTEENA Control
WELLMAN, STEPHEN, MICHAELICHIEF COMPLIANCE OFFICER/TRUSTEENA Control
WELLMAN, STEPHEN, MICHAELICHIEF COMPLIANCE OFFICER/TRUSTEENA Control
WELLMAN, STEPHEN, MICHAELICHIEF COMPLIANCE OFFICER/TRUSTEENA Control
BRYN MAWR BANK CORPORATIONDESHAREHOLDERE Control
BRYN MAWR BANK CORPORATIONDESHAREHOLDERE Control
BRYN MAWR BANK CORPORATIONDESHAREHOLDERE Control
BRYN MAWR BANK CORPORATIONDESHAREHOLDERE Control
BRYN MAWR BANK CORPORATIONDESHAREHOLDERE Control
BRYN MAWR BANK CORPORATIONDESHAREHOLDERE Control
BRYN MAWR BANK CORPORATIONDESHAREHOLDERE Control
BRYN MAWR BANK CORPORATIONDESHAREHOLDERE Control

Registrations

Federal

IA
Mar 17, 2020 REGISTERED

Address

1436 LANCASTER AVENUE
BERWYN, PA 19312
United States
Phone: 610-581-4774