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Building 2HAVERFORD FINANCIAL SERVICES, INC.

Map pinRADNOR, PA
Phone610-995-8700
NotebookSEC #801-62759
Total AUM
$366.4M
Employees
45
Clients
21

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
THREE RADNOR CORPORATE CENTER
SUITE 450
RADNOR
PA 19087-4580
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
610-995-8700

ReceiptFinancials

Total AUM
$366.4M
Accounts
25
Discretionary
$366.4M
Accounts
25
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$4.3M
Investment Company Clients
1
AUM
$321M
Charitable Organization Clients
6
AUM
$3.7M
Government Entity Clients
1
AUM
$20.5M
Corporation or Business Clients
1
AUM
$4.1M
Other Clients
11
AUM
$12.9M
Description of Other Clients
WRAP ACCOUNTS

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCFLILMDNJNYPATNVA

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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