DREXEL MORGAN & CO.
Adviser information for DREXEL MORGAN & CO. last updated from Form ADV on March 21st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Pennsylvania, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 4 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 18 | $439.6M |
| Non-Discretionary | 0 | $0 |
| Total | 18 | $439.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 11 | $439.6M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUM |
Principal Office
THREE RADNOR CORPORATE CENTERSUITE 450
RADNOR
PA
United States
Monday - Friday, 8:30 AM TO 5:30 PM
Tel: 484-284-4306, Fax: None
Websites
Chief Compliance Officer
MARIEELENA NESS
VP & CCO
THREE RADNOR CORPORATE CENTER
SUITE 450
RADNOR
PA
United States
Tel:
610-995-8741
Fax:
610-995-8797
M****@***************M
(Full email address available in API data)
Industry Affiliates
| HAVERFORD FINANCIAL SERVICES, INC. | Other investment adviser, including financial planners |
| HAVERFORD TRUST SECURITIES, INC. | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| THE HAVERFORD TRUST COMPANY | Banking or thrift institutionTrust company |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CONNELL, GEORGE, WASHINGTON | Individual | – | CHAIRMAN, CEO AND PRESIDENT | 01/2007 | > 75% |
| NESS, MARIEELENA, VITOLO | Individual | – | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | 06/2009 | < 5% |
| MCFEELEY, LYNDA, MARIE | Individual | – | SENIOR VICE PRESIDENT &TREASURER | 02/2010 | < 5% |
| ROVNER, PAUL, STUART | Individual | – | SENIOR VICE PRESIDENT & SECRETARY | 10/2013 | < 5% |
| MCGILL, JOHN, F. | Individual | – | DIRECTOR | 03/2010 | < 5% |
| ROSENFIELD, BRUCE, ALAN | Individual | – | DIRECTOR | 01/2016 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 12th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| 3M COMPANY | COM | 2M | 23K | – |
| ABBOTT LABS | COM | 4M | 34K | – |
| ABBVIE INC. | COM | 326K | 2K | – |
| ALPHABET INC - CL A | CAP STK CL A | 277K | 2K | – |
| AMAZON.COM INC | COM | 271K | 1K | – |
| AMERICAN EXPRESS CO | COM | 16M | 71K | – |
| AMGEN INC | COM | 234K | 750 | – |
| APPLE INC | COM | 9M | 44K | – |
| AT&T INC | COM | 98M | 5M | – |
| BERKSHIRE HATHAWAY INC DEL CL B | CL B NEW | 203K | 500 | – |
| CARRIER GLOBAL CORP | COM | 541K | 9K | – |
| CATERPILLAR INC | COM | 9M | 28K | – |
| CHEVRON CORPORATION | COM | 547K | 4K | – |
| CLEVELAND-CLIFFS INC | COM | 47M | 3M | – |
| COCA-COLA CO | COM | 29M | 456K | – |
| COLGATE-PALMOLIVE CO | COM | 3M | 29K | – |
| CVS HEALTH CORPORATION | COM | 12M | 200K | – |
| DEERE & CO. | COM | 10M | 28K | – |
| DISNEY WALT PRODUCTIONS | COM DISNEY | 2M | 18K | – |
| DUPONT DE NEMOURS INC | COM | 1M | 16K | – |
| EMERSON ELECTRIC CO | COM | 3M | 30K | – |
| EXXON MOBIL CORP | COM | 8M | 69K | – |
| FORD MOTOR CO | COM | 20M | 2M | – |
| HOME DEPOT INC | COM | 1M | 3K | – |
| INTERNATIONAL BUSINESS MACHINES | COM | 24M | 140K | – |
| INVESCO QQQ TRUST SERIES 1 | UNIT SER 1 | 3M | 7K | – |
| INVESCO S&P 500 EQUAL WEIGHT ETF | S&P500 EQL WGT | 977K | 6K | – |
| ISHARES CORE S&P MID-CAP ETF | CORE S&P MCP ETF | 454K | 8K | – |
| ISHARES RUSSELL 2000 INDEX FUND | RUSSELL 2000 ETF | 581K | 3K | – |
| J.P. MORGAN CHASE & CO | COM | 23M | 114K | – |
| JOHNSON & JOHNSON | COM | 32M | 216K | – |
| LILLY, ELI & COMPANY | COM | 2M | 2K | – |
| LOWES COS INC | COM | 238K | 1K | – |
| MCDONALDS CORP | COM | 3M | 13K | – |
| MEDTRONIC PLC | SHS | 2M | 22K | – |
| MERCK & CO | COM | 4M | 29K | – |
| MICROSOFT CORP | COM | 13M | 30K | – |
| NOVARTIS AG - ADR | SPONSORED ADR | 1M | 10K | – |
| NVIDIA CORP | COM | 222K | 2K | – |
| OTIS WORLDWIDE CORP | COM | 413K | 4K | – |
| PEPSICO INC | COM | 462K | 3K | – |
| PROCTER & GAMBLE | COM | 5M | 30K | – |
| RAYTHEON TECHNOLOGIES CORP | COM | 2M | 18K | – |
| SCHLUMBERGER | COM STK | 16M | 342K | – |
| SHELL PLC - ADR | SPON ADS | 3M | 39K | – |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF | UT SER 1 | 782K | 2K | – |
| SPDR FINANCIAL SELECT | FINANCIAL | 411K | 10K | – |
| SPDR TR UNIT SER 1 | TR UNIT | 6M | 10K | – |
| UNILEVER PLC SPONSORED ADR | SPON ADR NEW | 2M | 31K | – |
| UNION PACIFIC CORP | COM | 4M | 19K | – |
| WARNER BROS DISCOVERY INC | COM SER A | 34M | 5M | – |
| WASHINGTON TR BANCORP INC | COM | 5M | 167K | – |
| WELLS FARGO CO | COM | 401K | 7K | – |