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Building 2BRANDYWINE OAK PRIVATE WEALTH LLC

Map pinKENNETT SQUARE, PA
Phone(484) 785-0050
NotebookSEC #801-113624
Total AUM
$1.6B
Employees
15
Clients
507

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
500 OLD FORGE LANE
SUITE 501
KENNETT SQUARE
PA 19348
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
(484) 785-0050
Other Offices
1

ReceiptFinancials

Total AUM
$1.6B
Accounts
2,836
Discretionary
$1.6B
Accounts
2,836
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
156
AUM
$71.9M
HNW Individual Clients
351
AUM
$1.5B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
FINANCIAL CONSULTING
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTDEFLLAMAMDNCNHNJNYOHPASCTNTXVAWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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