Brandywine Financial Group Inc

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Brandywine Financial Group Inc
✚
CRD #127344
SEC #801-120393
CIK #0001779506, 0001123803
AUM 135.0 M (2026-02-19)
Employees 2 (100% Investors, 0% Brokers)
Fees
Minimum
Phone610-828-1155
Address
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($M)
14011284562802006201320202027
CIK Period
0001779506 0001123803
Sector Form 13F Holdings Value ($M)
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AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 153 37.0
(b) Individuals (high net worth individuals) 55 95.6
(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 3 2.4
(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 443 135.0
By Discretionary
Discretionary 443 135.0
Non-Discretionary 0 0.0
Total 443 135.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 135.0
Total 443 135.0
EDGAR Form CIK 2011 - 2026
13F-HR [0001123803]
13F-HR [0001779506]
Firm Profile (Form ADV)
Discretionary AUM$0.0B
ServesInstitutional, Retail, Research
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