Haverford Financial Services, Inc.
● SEC registered since 2004CRD 130007SEC# 801-62759Radnor, PA
Reg. AUM
$366.4M
Employees
45
Accounts
25
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 $366.4 million in regulatory assets under management and employs 45 people.
Haverford Financial Services, Inc. owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Binney Holden Connell Wietlisbach Control | Director | Under 5% | 2008 |
| Drexel Morgan & Co. Control | Parent Company | Over 75% | 2015 |
| George Washington Connell Control | Director And Indirect Owner | Under 5% | 2003 |
See all 11 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Haverford Financial Services, Inc. manage?
Haverford Financial Services, Inc. reports $366.4 million in regulatory assets under management on its Form ADV.
How many employees does Haverford Financial Services, Inc. have?
Haverford Financial Services, Inc. reports 45 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
| Address | Three Radnor Corporate Center, Suite 450, Radnor, PA 19087-4580 |
| Phone | 610-995-8700 |
| Fax | 610-995-8797 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1347683 |
| Discloses disciplinary history | No |
Regulatory AUM
$366.4M▲ 7%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 56%
Larger than 44% of 16,271 advisers
EmployeesTop 13%
More than 87% of 16,825 advisers
Assets under management
$366.4Mregulatory AUM
Discretionary $366.4M