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| Happy Holidays!! thanks for using AUM13F!! |
| Brandywine Financial Group Inc
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|---|---|
| CRD # | 127344 |
| SEC # | 801-120393 |
| CIK # | 0001779506, 0001123803 |
| AUM | $99.4 M (2025-02-14) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 610-828-1155 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Campbell Soup Co | 149.2 | ||
| AbbVie Inc | 21.7 | ||
| Wells Fargo & Co/MN | 16.8 | ||
| Abbott Laboratories | 15.9 | ||
| Exxon Mobil Corp | 6.7 | ||
| Philip Morris International Inc | 5.6 | ||
| CrowdStrike Holdings Inc | 4.5 | ||
| General Electric Co | 2.3 | ||
| Kellogg Co | 1.8 | ||
| Altria Group Inc | 1.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 139 | 50.2 |
| (b) Individuals (high net worth individuals) | 29 | 49.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 437 | 99.4 |
| By Discretionary | ||
| Discretionary | 437 | 99.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 437 | 99.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 99.4 | |
| Total | 437 | 99.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001123803] |
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