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Haverford Financial Services, Inc.

● SEC registered since 2004CRD 130007SEC# 801-62759Radnor, PA
Export (members)
Reg. AUM
$341.9M
Employees
44
Accounts
27
Location
Radnor, PA

Haverford Financial Services, Inc. assets under management

Haverford Financial Services, Inc. is a registered investment adviser overseen by the SEC based in Radnor, PA. The firm has been registered since 2004. It reports $341.9 million in regulatory assets under management and employs 44 people.

Haverford Financial Services, Inc. owners & executives

11 reported
NameTitleOwnershipSince
Binney Holden Connell Wietlisbach ControlDirectorUnder 5%2008
Drexel Morgan & Co. ControlParent CompanyOver 75%2015
George Washington Connell ControlDirector And Indirect OwnerUnder 5%2003
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Frequently asked questions

How much does Haverford Financial Services, Inc. manage?

Haverford Financial Services, Inc. reports $341.9 million in regulatory assets under management on its Form ADV.

How many employees does Haverford Financial Services, Inc. have?

Haverford Financial Services, Inc. reports 44 employees.

Where is Haverford Financial Services, Inc. located?

Haverford Financial Services, Inc. is based in Radnor, PA and has been SEC-registered since 2004.

Does Haverford Financial Services, Inc. disclose fund performance?

Haverford Financial Services, Inc. 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 19087-4546
Phone610-995-8700
Fax610-995-8797
Office hours8:30a.m. - 5:30p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1347683
Discloses disciplinary historyNo

Assets under management

Discretionary$341.9M
Non-discretionary$0
Total (RAUM)$341.9M