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Home > Retirement Planners > pennsylvania > thornton > BRANDYWINE ASSET MANAGEMENT
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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