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Drexel Morgan & Co.

● SEC registered since 2009CRD 151053SEC# 801-70432Radnor, PA
Export (members)
Reg. AUM
$469M
Employees
4
Accounts
21
Location
Radnor, PA

Drexel Morgan & Co. assets under management

Drexel Morgan & Co. is an investment advisory firm registered with the SEC based in Radnor, PA. The firm has been registered since 2009. It reports $469 million in regulatory assets under management and employs 4 people.
www.drexelmorgan.comView on SEC.gov ↗

Drexel Morgan & Co. owners & executives

6 reported
NameTitleOwnershipSince
Bruce Alan RosenfieldDirectorUnder 5%2016
George Washington Connell ControlChairman, Ceo And PresidentOver 75%2007
John F. McGillDirectorUnder 5%2010
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Frequently asked questions

How much does Drexel Morgan & Co. manage?

Drexel Morgan & Co. reports $469 million in regulatory assets under management on its Form ADV.

How many employees does Drexel Morgan & Co. have?

Drexel Morgan & Co. reports 4 employees.

Where is Drexel Morgan & Co. located?

Drexel Morgan & Co. is based in Radnor, PA and has been SEC-registered since 2009.

Does Drexel Morgan & Co. disclose fund performance?

Drexel Morgan & Co. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressThree Radnor Corporate Center, Suite 450, Radnor, PA 19087
Phone484-254-4306
Office hours8:30 a.m. To 5:30 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1508512
Discloses disciplinary historyNo

Assets under management

Discretionary$469M
Non-discretionary$0
Total (RAUM)$469M