Brandywine Financial Group, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 127344
- Registered since
- February 26, 2021
- Custodians
- TRADE-PMR INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI70.79%
- Individuals27.44%
- Pension & Profit Sharing Plans1.78%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Brandywine Financial Group, Inc. is an independent registered investment adviser that began SEC registration in 2021 and is owned by an individual owner. The firm serves both individual and family clients as well as institutional relationships. It charges clients via a mix of percentage-of-AUM fees, hourly billing and fixed-fee engagements. Core advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting support and educational seminars or workshops. The adviser reports it is not an active ESG investor and does not present itself as a capital allocator — its alternative exposures come through third-party managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Contacts
2 of 2Michael Deo
Investment Advisor RepresentativeCRD 4446853
Raymond Carota
President & Wealth AdvisorCRD 2784250
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 19Active vs passive
$74.7M in ETFs
78%
$58.4M
21%
$16.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| TEUCRIUM AGRICULTURAL STRATEGY NO K-1 ETF (TILL) | Teucrium | Active | Commodities Focused | $15.8M | 853,915 | 21.16% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
JRS Wealth Management LLC
RIASouth Jordan, UT
Financial Advisor Network, Inc.
RIAFarmingdale, NY
Altum Wealth Advisors
RIAChico, CA
Aluman
RIARed Reef Advisors LLC
RIABoca Raton, FL
Schmitt Wealth Advisers, LLC
RIABlue Ash, OH