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HAVERFORD FINANCIAL SERVICES, INC.
HAVERFORD FINANCIAL SERVICES, INC.
RADNOR, Pennsylvania
·
7 registered advisors
·
CRD# 130007
SEC# 801-62759
0
610-995-8700
01
Firm Overview
AUM
$347M
Regulatory assets under management
Employees
45
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Other
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at HAVERFORD FINANCIAL SERVICES, INC.
7 registered advisors
Binney Holden Connell Wietlisbach
RADNOR, Pennsylvania
CRD# 2229514
Henry Belin Smith
RADNOR, Pennsylvania
CRD# 2191412
John Hannum Donaldson
RADNOR, Pennsylvania
CRD# 721216
John Sheldon Supplee
RADNOR, Pennsylvania
CRD# 4202806
Joseph James Mclaughlin
RADNOR, Pennsylvania
CRD# 2318774
Keith Aleardi
RADNOR, Pennsylvania
CRD# 1944059
Timothy Andrew Hoyle
RADNOR, Pennsylvania
CRD# 4738853
05
Office Locations
RADNOR, Pennsylvania
7 advisors
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Data sourced from SEC Form ADV filings. HAVERFORD FINANCIAL SERVICES, INC. (CRD# 130007) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.