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Edward Joseph Barnes

THE GWYNEDD COMPANY·LANSDALE, Pennsylvania
Clean recordTHE GWYNEDD COMPANY
1100 SUMNEYTOWN PIKE, LANSDALE, PA 19446CRD# 3022178Firm CRD# 105936

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Edward Joseph Barnes · LANSDALE, PA
Registration
CRD #3022178 · THE GWYNEDD COMPANY
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Edward Joseph Barnes is a registered financial advisor based in LANSDALE, Pennsylvania, affiliated with THE GWYNEDD COMPANY. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
THE GWYNEDD COMPANY
THE GWYNEDD COMPANY
AUM
$74M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at THE GWYNEDD COMPANY →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 3022178
Firm CRD# 105936
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Edward Joseph Barnes offer?
Edward Joseph Barnes specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in LANSDALE, Pennsylvania for a consultation.
What are Edward Joseph Barnes's credentials?
Edward Joseph Barnes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Edward Joseph Barnes located?
Edward Joseph Barnes is based in LANSDALE, Pennsylvania, working with THE GWYNEDD COMPANY. Their office serves clients in the LANSDALE metropolitan area and surrounding communities.
How does Edward Joseph Barnes charge for services?
Edward Joseph Barnes's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE GWYNEDD COMPANY?
THE GWYNEDD COMPANY has approximately 1 employees and manages $74M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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