RIA Intel›Advisers›Pennsylvania›HAVERFORD INVESTMENT MANAGEMENT, INC.

HAVERFORD INVESTMENT MANAGEMENT, INC.

Advisory

RADNOR, PA

Data as of Aug 21, 2008 · Source: SEC Form ADV

Total AUM
$180M
1-Year AUM Growth
+11.9%
3-Year CAGR
+108.1%
Employees
0
Assets Under Management
Total AUM$180M
Discretionary AUM$89M
Non-Discretionary AUM$90M
Discretionary %49.6%
Total Clients—
Team
Total Employees0
Investment Advisers0
Employee Growth (1Y)—
Filing History
Total Filings on Record19
First FilingFeb 17, 2004
Latest FilingAug 21, 2008
🔒 Full AUM trend chart and 19 historical filings spanning 4+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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