Drexel Morgan & Co

RIASEC RegisteredEst. 2009
Total AUM
$607M
Discretionary
$607M
100% of AUM
Avg account
$27.6M
Accounts
22
Employees
4
Advisory reps
7

Firm details

Headquarters
Radnor, Pennsylvania
CRD number
151053
Registered since
July 23, 2009
Website
drexelmorgan.com
Custodians
UBS FINANCIAL SERVICES INC.
Fee structure
Percentage of AUM
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Drexel Morgan & Co. is an independent, privately owned registered investment adviser organized as a corporation and SEC-registered since 2009. The firm focuses on portfolio management for individuals, families and small businesses and charges fees as a percentage of assets under management. It positions itself as a capital allocator and a related adviser, and maintains affiliations with other investment advisers, a banking or thrift institution and a trust company. The firm is not an active ESG investor and does not describe itself as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

2 of 2
  • Paul Rovner

    Paul Rovner

    Vice President, Chief Financial OfficerCRD 4486011

  • Marieelena Ness

    Marieelena Ness

    Chief Compliance OfficerCRD 1935194

Contacts

3 of 5

  • Joseph Knott

    CRD 3113461

  • Bruce Rosenfield

    PartnerCRD 6620944

  • John Mcgill

    DirectorCRD 5883475

Unlock 2 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 10

Active vs passive

$23.3M in ETFs

Passive

100%

$23.3M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$7.9M10,56133.91%
Unlock additional holdings →

Location

Primary office

Radnor, PA

Delaware

Location

Radnor, PA

Headquartered in Radnor, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Delaware
Address
3 Radnor Corporate Ctr
Time zone
ET (UTC-5)
Office locations

Similar firms

Presilium Private Wealth, LLC

RIA

Radnor, PA

AUM $672MTEAM 7REPS 5

Stoneridge Pmg Advisors, LLC

RIA

Radnor, PA

AUM $774MTEAM 11REPS 3

TGS Financial Advisors

RIA

Radnor, PA

AUM $426MTEAM 13REPS 6

Haverford Financial Services, Inc.

RIA

Radnor, PA

AUM $366MTEAM 45REPS 23

Clearview Financial Partners

RIA

Radnor, PA

AUM $1.1BTEAM 8REPS 6

Patriot Financial Manager, L.P.

RIA

Radnor, PA

AUM $1.1BTEAM 16REPS 8
More RIAs in Radnor →All Pennsylvania RIAs →