Haverford Financial Services, Inc.
Haverford Financial Services, Inc. is an SEC-registered ria in Radnor, PA with $366.4M assets under management (AUM, regulatory AUM), +7% over one year. See who owns Haverford Financial Services, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 130007, SEC 801-62759, data through 2026-03-16.
- AUM (assets under management / regulatory AUM)
- $366.4M (2026-03-16)
- Firm type
- Ria
- Location
- Radnor, PA
- Employees
- 45
- Clients
- 17
- CRD
- 130007
- Ownership
- CONNELL, GEORGE, W; KARWEJNA, LEO, J.; MCLAUGHLIN, JOSEPH, JAMES; WIETLISBACH, BINNEY, HOLDEN CONNELL; CONNELL, GEORGE, WASHINGTON
How much AUM does Haverford Financial Services, Inc. have?
Haverford Financial Services, Inc. reported $366.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-16).
Who owns Haverford Financial Services, Inc.?
Disclosed owners and executives of Haverford Financial Services, Inc. include CONNELL, GEORGE, W, KARWEJNA, LEO, J., MCLAUGHLIN, JOSEPH, JAMES, WIETLISBACH, BINNEY, HOLDEN CONNELL, CONNELL, GEORGE, WASHINGTON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.