Drexel Morgan & Co

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Assets, Funds, Holdings

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Drexel Morgan & Co
✚
CRD #151053
SEC #801-70432
CIK #0001508512
AUM 607.0 M (2026-03-16)
Employees 4 (50% Investors, 0% Brokers)
Fees
Minimum
Phone484-254-4306
AddressThree Radnor Corporate Center
Radnor, PA 19087
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
70056042028014002009201520212027
Sector Form 13F Holdings Value ($M)
AT&T Inc 125.3
United Parcel Service Inc 79.9
Johnson & Johnson 52.8
J P Morgan Chase & Co 48.1
Coca Cola Co 34.7
International Business Machines Corp 33.9
American Express Co 29.0
Cliffs Natural Resources Inc 28.7
Ford Motor Co 24.2
Campbell Soup Co 22.3
View All
Holdings by Sector ($M)
70056042028014002011201620212027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 12 607.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 22 607.0
By Discretionary
Discretionary 22 607.0
Non-Discretionary 0 0.0
Total 22 607.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 607.0
Total 22 607.0
EDGAR Form CIK 2011 - 2026
13F-HR [0001508512]
Firm Profile (Form ADV)
Discretionary AUM$0.0B
ServesRetail
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