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HAVERFORD FINANCIAL SERVICES, INC.
Three Radnor Corporate Center
Suite 450
Radnor, Pennsylvania 19087-4546
Tel: 610-995-8700
About HAVERFORD FINANCIAL SERVICES, INC.
HAVERFORD FINANCIAL SERVICES, INC, formally registered with the SEC as HAVERFORD FINANCIAL SERVICES, INC. The firm was established in 02/12/2004. They have over 1 offices throughout the country.
HAVERFORD FINANCIAL SERVICES, INC. is a Radnor, Pennsylvania based Financial Planning firm with nearly $346,895,270 assets under management, offering retirement planning & investment advisory services to 30 clients. The firm is staffed with 45 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 130007 |
| SEC# | 801-62759 |
| Assets Managed by Firm | $346,895,270 |
| No. of Clients | 30 |
| No. of Advisors | 45 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Other (HFS MAY PROVIDE MODEL PORTFOLIOS TO THIRD PARTIES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 30 | $346,895,270 |
| Individuals (other than high net worth individuals) | Fewer than 5 clients | $2,231,593 |
| Charitable organizations | 6 | $3,069,785 |
| Corporations or other businesses | Fewer than 5 clients | $4,292,721 |
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|---|---|---|---|
| $7,909,760,294,676 | 209 | 980 | |
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| $190,960,333,268 | 377 | 657 |
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