Overview
Assets Under Management: $135 million
High-Net-Worth Clients: 55
Average Client Assets: $1.7 million
Frequently Asked Questions
BRANDYWINE FINANCIAL GROUP, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #127344), BRANDYWINE FINANCIAL GROUP, INC. is subject to fiduciary duty under federal law.
BRANDYWINE FINANCIAL GROUP, INC. serves 55 high-net-worth clients according to their SEC filing dated February 19, 2026. View client details ↓
According to their SEC Form ADV, BRANDYWINE FINANCIAL GROUP, INC. offers financial planning, portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
BRANDYWINE FINANCIAL GROUP, INC. manages $135 million in client assets according to their SEC filing dated February 19, 2026.
According to their SEC Form ADV, BRANDYWINE FINANCIAL GROUP, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 55
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.79%
Average Client Assets: $1.7 million
Total Client Accounts: 443
Discretionary Accounts: 443
Regulatory Filings
CRD Number: 127344
Filing ID: 2051471
Last Filing Date: 2026-02-19 12:11:05