Bmt Investment Advisers (Berwyn)

Bmt Investment Advisers is a large advisory firm based in Berwyn. It manages $192 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2017.

Bmt Investment Advisers provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bmt Investment Advisers: assets under management

The assets under management (AUM) of Bmt Investment Advisers is $192 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 67% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $192 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $192 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Bmt Investment Advisers for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Jennifer Dempsey Fox serves?

The only and largest group of clients of Jennifer Dempsey Fox is investment companies with 1 clients and $192 million of assets under management. Among the 11 most similar advisory firms, Bmt Investment Advisers has the highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $192 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Bmt Investment Advisers doesn't advise any private funds.

Careers at Bmt Investment Advisers

Jennifer Dempsey Fox has been acting as President since 1 Jan 2018. Bryn Mawr Bank Corporation joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Bryn Mawr Bank Corporation	Shareholder	1 May 2017	75% - 100%	23-2434506
Stephen Michael Wellman	Chief compliance officer/trustee	1 May 2017	Other	2080023
Michael William Harrington	Treasurer/trustee	1 May 2017	Other	4368394
Francis Joseph Leto	President/trustee	1 May 2017	Other	5775843
Stephen M Wellman	Chief compliance officer/trustee	1 May 2017	Other	2080023
Jennifer Dempsey Fox	President/trustee	1 Jan 2018	Other	2981796

Based in Berwyn

The principal office where Bmt Investment Advisers performs its advisory services is located at 1436 Lancaster Avenue, Berwyn, PA 19312, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 610-581-4774 or by fax 610-527-8397. The normal business hours are 9:00 am - 5:00 pm (et) on Monday - Friday.