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BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC

1735 Market Street
Suite 1800
Philadelphia, Pennsylvania 19103
Tel: 215-609-3500

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About BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC

BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC. The firm was established in 08/29/1986. They have over 3 offices throughout the country.

BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC is a Philadelphia, Pennsylvania based Financial Planning firm with nearly $66,447,858,097 assets under management, offering retirement planning & investment advisory services to 1060 clients. The firm is staffed with 122 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#110783
SEC#801-27797
Assets Managed by Firm$66,447,858,097
No. of Clients1060
No. of Advisors122

Fee Structure

  • A percentage of AUM
  • Performance Based
  • Other (ASSET-BASED FEE FROM MODEL-ONLY RECIPIENTS)

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other (MODEL-ONLY PORTFOLIOS)

Firm Client Information

No. of ClientsAUM
Firm Total1060$66,447,858,097
Individuals (other than high net worth individuals)807$233,584,449
High net worth individuals15$138,550,342
Pension and profit sharing plans30$6,094,640,902
Charitable organizations13$2,209,106,859
Other investment advisers24$3,757,240,905
Corporations or other businesses6$1,771,304,215

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