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DREXEL MORGAN & CO.
Three Radnor Corporate Center
Suite 450
Radnor, Pennsylvania 19087
Tel: 484-254-4306
About DREXEL MORGAN & CO.
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.
Firm Information
| 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 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 18 | $439,600,000 |
| High net worth individuals | 11 | $439,600,000 |
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