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BRANDYWINE FINANCIAL GROUP, INC.
CRD 127344 · SEC 801-120393
DE, United States
Phone
610-828-1155
Fax
484-602-2304
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$135.0M
Discretionary AUM
$135.0M
Team
2 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 153 | $37.0M |
| High net worth individuals | 55 | $95.6M |
| Pension/profit sharing plans | 3 | $2.4M |
States served
DE, MD, NJ, PA, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD