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BRANDYWINE OAK PRIVATE WEALTH LLC
BRANDYWINE OAK PRIVATE WEALTH LLC
KENNETT SQUARE, Pennsylvania
·
7 registered advisors
·
CRD# 297021
SEC# 801-113624
1
(484) 785-0050
01
Firm Overview
AUM
$1.3B
Regulatory assets under management
Employees
13
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at BRANDYWINE OAK PRIVATE WEALTH LLC
7 registered advisors
Alison Christie Dorsman
KENNETT SQUARE, Pennsylvania
CRD# 4906461
Brittany Sara Kalsky
KENNETT SQUARE, Pennsylvania
CRD# 6461964
Mark Richard Jackson
KENNETT SQUARE, Pennsylvania
CRD# 5070165
Michael James Henley
KENNETT SQUARE, Pennsylvania
CRD# 5768690
Peter C Kim
KENNETT SQUARE, Pennsylvania
CRD# 4924502
Steve Michael Maconi
KENNETT SQUARE, Pennsylvania
CRD# 1078760
Tracy B Mcguire
KENNETT SQUARE, Pennsylvania
CRD# 2084657
05
Office Locations
KENNETT SQUARE, Pennsylvania
7 advisors
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Data sourced from SEC Form ADV filings. BRANDYWINE OAK PRIVATE WEALTH LLC (CRD# 297021) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.