DREXEL MORGAN & CO.
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
FINTRXOverview
Drexel Morgan & Co. is an independent, owner-operated registered investment adviser that provides portfolio management primarily to individuals, families and small businesses. The firm bills on a percentage-of-assets basis and identifies itself as a capital allocator, combining direct equity positions and pooled products with allocations to third-party alternative managers. Drexel Morgan & Co. does not list ESG as an active focus, and it reports a related adviser relationship and affiliations with other investment advisers, a banking or thrift institution, and a trust company—suggesting access to trust and banking capabilities alongside its advisory work. The firm has been SEC-registered since 2009.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
2 of 2PAUL ROVNER
Vice President, Chief Financial OfficerCRD 4486011
MARIEELENA NESS
Chief Compliance OfficerCRD 1935194
Contacts
3 of 4BRUCE ROSENFIELD
PartnerCRD 6620944
JOHN MCGILL
DirectorCRD 5883475
LYNDA MCFEELEY
Senior Vice President and TreasurerCRD 2617768
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 10Active vs passive
$20.1M in ETFs
100%
$20.1M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $6.9M | 10,561 | 34.17% |
Location
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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