Three Radnor Corporate Center
Suite 450
Radnor, Pennsylvania 19087
Tel: 484-254-4306
DREXEL MORGAN & CO, formally registered with the SEC as DREXEL MORGAN & CO. The firm was established in 07/23/2009. They have over 1 offices throughout the country.
DREXEL MORGAN & CO. is a Radnor, Pennsylvania based Financial Planning firm with nearly $439,600,000 assets under management, offering retirement planning & investment advisory services to 18 clients. The firm is staffed with 4 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 151053 |
SEC# | 801-70432 |
Assets Managed by Firm | $439,600,000 |
No. of Clients | 18 |
No. of Advisors | 4 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 18 | $439,600,000 |
High net worth individuals | 11 | $439,600,000 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$217,399,324,981 | 269686 | 1428 | |
$107,102,338,153 | 57121 | 550 | |
$81,106,925,484 | 132567 | 1498 | |
$27,082,623,332 | 277294 | 578 | |
$24,362,866,552 | 30635 | 353 |
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