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DREXEL MORGAN & CO.

Three Radnor Corporate Center
Suite 450
Radnor, Pennsylvania 19087
Tel: 484-254-4306

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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 StatusApproved
Firm CRD#151053
SEC#801-70432
Assets Managed by Firm$439,600,000
No. of Clients18
No. of Advisors4

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total18$439,600,000
High net worth individuals11$439,600,000

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