BERWYN FINANCIAL SERVICES CORP.
CRD #35586 SEC #801-56469 BERWYN, PA 610-408-9850
SEC Registered Broker-Dealer Disclosures
Total AUM
$10.2M
Discretionary
$10.2M
Employees
3
Clients
--
Accounts
34
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2014 | $12.4M | $12.4M | $0 | 3 | 26 |
| Dec 2013 | $10.2M | $10.2M | $0 | 3 | 26 |
| Mar 2013 | $10.2M | $10.2M | $0 | 3 | 26 |
| Mar 2012 | $9.1M | $9.1M | $0 | 1 | 26 |
| Apr 2011 | $10.3M | $10.3M | $0 | 5 | -- |
| Mar 2011 | $10.3M | $10.3M | $0 | 5 | -- |
| Mar 2010 | $8.6M | $8.6M | $0 | 5 | -- |
| Mar 2009 | $6.1M | $6.1M | $0 | 5 | -- |
| Mar 2008 | $6.8M | $6.8M | $0 | 5 | -- |
| Mar 2007 | $8.4M | $8.4M | $0 | 5 | -- |
| Mar 2006 | $6.2M | $6.2M | $0 | 5 | -- |
| Jan 2005 | $4M | $4M | $0 | 5 | -- |
DateMar 2014
Total AUM$12.4M
Discretionary$12.4M
Non-Disc.$0
Employees3
Clients26
DateDec 2013
Total AUM$10.2M
Discretionary$10.2M
Non-Disc.$0
Employees3
Clients26
DateMar 2013
Total AUM$10.2M
Discretionary$10.2M
Non-Disc.$0
Employees3
Clients26
DateMar 2012
Total AUM$9.1M
Discretionary$9.1M
Non-Disc.$0
Employees1
Clients26
DateApr 2011
Total AUM$10.3M
Discretionary$10.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$10.3M
Discretionary$10.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$8.6M
Discretionary$8.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$6.1M
Discretionary$6.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$6.8M
Discretionary$6.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$8.4M
Discretionary$8.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$6.2M
Discretionary$6.2M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$4M
Discretionary$4M
Non-Disc.$0
Employees5
Clients--