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Henry Fred Otto

BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC·PHILADELPHIA, Pennsylvania
Unclaimed Profile
1735 MARKET STREET, PHILADELPHIA, PA 19103CRD# 1836338Firm CRD# 110783
01

About

Henry Fred Otto is a registered financial advisor based in PHILADELPHIA, Pennsylvania, affiliated with BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC
AUM
$66.4B
Regulatory assets under management
Employees
122
Total firm employees
View all advisors at BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: ASSET-BASED FEE FROM MODEL-ONLY RECIPIENTS
Regulatory
SEC/IARD CRD# 1836338
Firm CRD# 110783
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Henry Fred Otto offer?
Henry Fred Otto specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in PHILADELPHIA, Pennsylvania for a consultation.
What are Henry Fred Otto's credentials?
Henry Fred Otto is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Henry Fred Otto located?
Henry Fred Otto is based in PHILADELPHIA, Pennsylvania, working with BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC. Their office serves clients in the PHILADELPHIA metropolitan area and surrounding communities.
How does Henry Fred Otto charge for services?
Henry Fred Otto's firm is compensated through percentage of aum, performance-based fees, other: asset-based fee from model-only recipients. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC?
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC has approximately 122 employees and manages $66.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in PHILADELPHIA
Francis Alexander Scott — GROSVENOR FUND MANAGEMENT INC.David Baker Rubenstein — RUBENSTEIN PARTNERS, L.P.Grant Rawdin — WESCOTT FINANCIAL ADVISORY GROUP LLCLydia Carreiro Sheckels — WESCOTT FINANCIAL ADVISORY GROUP LLCKimberley Ann Hocker — PENN CAPITAL MANAGEMENT COMPANY, INC.
Nearby cities in Pennsylvania
PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)BERWYN (136)
City Guides
PITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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