Drexel Morgan & Co. is an investment advisor in Radnor with $380.65 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
364669069
SEC advisor number
801-70432
FINRA CRD number
151053
AUM ?
$380.65 mm
(as of 31 Mar 22)
Accounts
20
(as of 31 Mar 22)
Employees
6
(3 investment advisory or research)
Address
Drexel Morgan & Co.
3 RADNOR CORPORATE CENTER
SUITE 450
RADNOR
PA 19087-4546
3 RADNOR CORPORATE CENTER
SUITE 450
RADNOR
PA 19087-4546
Office hours
Monday - Friday, 8:30 AM TO 5:30 PM
Phone
610-293-7200
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Connell, George, Washington | Chairman, CEO and President | 01/2007 | > 75% |
Ness, Marieelena, Vitolo | Vice President & Chief Compliance Officer | 06/2009 | < 5% |
Mcfeeley, Lynda, Marie | Senior Vice President &Treasurer | 02/2010 | < 5% |
Rovner, Paul, Stuart | Senior Vice President & Secretary | 10/2013 | < 5% |
Mcgill, John, F. | Director | 03/2010 | < 5% |
Rosenfield, Bruce, Alan | Director | 01/2016 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
8 Feb 24
13F-HR
Quarterly holdings report by institutional manager
8 Nov 23
13F-HR
Quarterly holdings report by institutional manager
7 Aug 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
10 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
2 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21