HAVERFORD FINANCIAL SERVICES, INC.

RIASEC RegisteredEst. 2004
Total AUM
$366M
Discretionary
$366M
100% of AUM
Avg account
$14.7M
Accounts
25
Employees
45
Advisory reps
23

Firm details

Headquarters
RADNOR, Pennsylvania
CRD number
130007
Registered since
February 12, 2004
Website
haverfordquality.com
Custodians
PNC WEALTH MANAGEMENT LLC, MORGAN STANLEY & CO. LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Investment Companies87.6%
  • State / Municipal Government5.59%
  • Other3.51%
  • Individuals1.17%
  • Corporations / Businesses1.11%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Haverford Financial Services, Inc. is a privately held corporate independent registered investment adviser that has been SEC-registered since 2004. The firm serves primarily institutional clients and charges fees based on a percentage of assets under management. Its advisory work covers discretionary portfolio management for individuals and small businesses, investment companies, and other institutions. Haverford does not identify as an ESG investor, does not operate across multiple states as an adviser, and is not structured as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

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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 83%, Cash & Cash Equivalents 11%, Investment Grade Corp Bonds 4%, US Government Bonds 1%, State & Local Bonds 1%83%
  • Exchange Traded Equities83%
  • Cash & Cash Equivalents11%
  • Investment Grade Corp Bonds4%
  • US Government Bonds1%
  • State & Local Bonds1%

Owners & executives

3 of 5

  • JOHN SUPPLEE

    Chief Operation OfficerCRD 4202806

  • JOSEPH MCLAUGHLIN

    Chairman & CEOCRD 2318774

  • PAUL ROVNER

    Vice President, Chief Financial OfficerCRD 4486011

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Contacts

3 of 18

  • JOHN DONALDSON

    Vice President, Fixed IncomeCRD 721216

  • Jason Salmon

    Senior Financial PlannerCRD 5575104

  • HENRY SMITH

    Director, Investment StrategyCRD 2191412

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

ETF holdings

1 of 13

Active vs passive

$9.1M in ETFs

Passive

71%

$6.4M

Active

29%

$2.6M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES MSCI USA QUALITY FACTOR ETF (QUAL)BlackRockPassiveLarge Blend$1.5M7,63116.15%
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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth