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Brandywine Financial Group, Inc.

● SEC registered since 2021CRD 127344SEC# 801-120393
Export (members)
Reg. AUM
$99.4M
Employees
3
Accounts
437
Location
—

Brandywine Financial Group, Inc. assets under management

Brandywine Financial Group, Inc. is an SEC-registered investment adviser. The firm has been registered since 2021. It reports $99.4 million in regulatory assets under management and employs 3 people.
www.brandywinefinancialgroup.comView on SEC.gov ↗

Brandywine Financial Group, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Raymond Noah Carota ControlPresident & Chief Compliance OfficerOver 75%2003

Frequently asked questions

How much does Brandywine Financial Group, Inc. manage?

Brandywine Financial Group, Inc. reports $99.4 million in regulatory assets under management on its Form ADV.

How many employees does Brandywine Financial Group, Inc. have?

Brandywine Financial Group, Inc. reports 3 employees.

Does Brandywine Financial Group, Inc. disclose fund performance?

Brandywine Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone610-828-1155
Fax484-602-2304
Office hours9:00 a.m. To 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
CIK1779506
Discloses disciplinary historyYes

Assets under management

Discretionary$99.4M
Non-discretionary$0
Total (RAUM)$99.4M