The Gwynedd Company (Lansdale)

Name: The Gwynedd Company
Address: 1100 Sumneytown Pike, Lansdale, PA, 19446
Telephone: 215-855-1630

The Gwynedd Company is an adviser based in Lansdale. It manages $74.24 million of regulatory assets for 136 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Pennsylvania.

The Gwynedd Company provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

The Gwynedd Company: assets under management

The assets under management (AUM) of The Gwynedd Company is $74.24 million. The company doesn't manage any assets belonging to foreign clients.

The Gwynedd Company has custody of $4.86 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay The Gwynedd Company 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.

Careers at The Gwynedd Company

Edward J Barnes has been acting as President since 1 Dec 1999. Edward Joseph Barnes joined the executive team most recently as the President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert John Heerdt	Executive vice president	1 Jan 1999	50% - 75%	241529
Edward J Barnes	President	1 Dec 1999	50% - 75%	3022178
Edward Joseph Barnes	President	1 Dec 1999	50% - 75%	3022178

Based in Lansdale

The principal office where The Gwynedd Company performs its advisory services is located at 1100 Sumneytown Pike, Lansdale, PA 19446, which is also the mailing address of the firm. An additional office of the firm is in Doylestown, PA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 215-855-1630 or by fax 215-855-1178. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.gwynco.com.