BRANDYWINE ASSET MANAGEMENT

The Mill, 381 Brinton Lake Road
Suite 5
Thornton, Pennsylvania 19373
Tel: 610-361-1000

About BRANDYWINE ASSET MANAGEMENT

BRANDYWINE ASSET MANAGEMENT, formally registered with the SEC as BRANDYWINE ASSET MANAGEMENT. The firm was established in 07/30/2021. They have over 2 offices throughout the country.

BRANDYWINE ASSET MANAGEMENT is a Thornton, Pennsylvania based Financial Planning firm with nearly $140,000,000 assets under management, offering retirement planning & investment advisory services to 15 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	307564
SEC#	801-121987
Assets Managed by Firm	$140,000,000
No. of Clients	15
No. of Advisors	2

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	15	$140,000,000

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