1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2BRANDYWINE FINANCIAL GROUP, INC.

Map pin
Phone610-828-1155
NotebookSEC #801-120393
Total AUM
$135M
Employees
2
Clients
211

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
610-828-1155

ReceiptFinancials

Total AUM
$135M
Accounts
443
Discretionary
$135M
Accounts
443
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
153
AUM
$37M
HNW Individual Clients
55
AUM
$95.6M
Pension/Profit Sharing Plan Clients
3
AUM
$2.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
DEFLMDNJPATNTX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account