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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Assets

Assets

Last updated on March 20, 2017
    • $37.1M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 10
      Accounts
    • $3.7M
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

Advisors

Current Advisors

# of advisors

2

name start date
Lynda Marie Mcfeeley
June 2012
George Washington Connell
January 2010

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Drexel Morgan Capital Advisers, Inc. IAR $1,169,836,684
    Haverford Financial Services, Inc. IAR $270,246,000
    Haverford Trust Securities, Inc. Broker-Dealer --
    Red Wing Management Ii, LLC -- --
    The Haverford Trust Company -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      George Washington Connell Chairman, Ceo And President January, 2007 75% or more
      John F. Mcgill Director March, 2010 less than 5%
      John Anderson Fry Director October, 2013 less than 5%
      Bruce Alan Rosenfield Director January, 2016 less than 5%
      Marieelena Vitolo Ness Vice President & Chief Compliance Officer June, 2009 less than 5%
      Lynda Marie Mcfeeley Vice President &Treasurer February, 2010 less than 5%
      Paul Stuart Rovner Vice President & Secretary October, 2013 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees