HAVERFORD INVESTMENT MANAGEMENT, INC.
CRD #130159 SEC #801-62827 RADNOR, PA 610-995-8700
SEC Registered
Total AUM
$22.4M
Discretionary
$22.4M
Employees
--
Clients
0
Accounts
2
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 19, 2005
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ANDRES, ROBERT, PENSROT | I | CHIEF INVESTMENT OFFICER - FIXED INCOME | NA | |
| ANDRES, ROBERT, PENSROT | I | CHIEF INVESTMENT OFFICER - FIXED INCOME | NA | |
| ANDRES, ROBERT, PENSROT | I | CHIEF INVESTMENT OFFICER - FIXED INCOME | NA | |
| ANDRES, ROBERT, PENSROT | I | CHIEF INVESTMENT OFFICER - FIXED INCOME | NA | |
| ANDRES, ROBERT, PENSROT | I | SENIOR FIXED INCOME ADVISER | NA | |
| ANDRES, ROBERT, PENSROT | I | SENIOR FIXED INCOME ADVISER | NA | |
| BOEHNE, EDWARD, GEORGE | I | SENIOR ECONOMIC ADVISOR | NA | |
| BOEHNE, EDWARD, GEORGE | I | SENIOR ECONOMIC ADVISOR | NA | |
| CHAMBERS, EILEEN | I | VICE PRESIDENT | NA | |
| CHAMBERS, EILEEN | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | |
| CHAMBERS, EILEEN | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | |
| CHAMBERS, EILEEN | I | VICE PRESIDENT | NA | |
| CHAMBERS, EILEEN | I | VICE PRESIDENT | NA | |
| CONNELL, GEORGE, W | I | DIRECTOR, CEO | NA | Control |
| CONNELL, GEORGE, W | I | DIRECTOR, CEO | NA | Control |
| CONNELL, GEORGE, W | I | DIRECTOR, CEO | NA | Control |
| HIPP, THOMAS, HERBERT | I | VICE PRESIDENT | NA | |
| HIPP, THOMAS, HERBERT | I | VICE PRESIDENT | NA | |
| HIPP, THOMAS, HERBERT | I | VICE PRESIDENT | NA | |
| HIPP, THOMAS, HERBERT | I | VICE PRESIDENT | NA | |
| HIPP, THOMAS, HERBERT | I | VICE PRESIDENT | NA | |
| MCCANDLESS, LEONARD, HAROLD | I | DIRECTOR, FIXED INCOME ADVISOR | NA | |
| MCCANDLESS, LEONARD, HAROLD | I | DIRECTOR, FIXED INCOME ADVISOR | NA | |
| MCLAUGHLIN, JOSEPH, JAMES | I | PRESIDENT, DIRECTOR, PORTFOLIO MANAGER | NA | Control |
| MCLAUGHLIN, JOSEPH, JAMES | I | PRESIDENT, DIRECTOR, PORTFOLIO MANAGER | NA | Control |
| MCLAUGHLIN, JOSEPH, JAMES | I | PRESIDENT, DIRECTOR, PORTFOLIO MANAGER | NA | Control |
| MCLAUGHLIN, JOSEPH, JAMES | I | PRESIDENT, DIRECTOR, PORTFOLIO MANAGER | NA | Control |
| MCLAUGHLIN, JOSEPH, JAMES | I | PRESIDENT, DIRECTOR, PORTFOLIO MANAGER | NA | Control |
| MCLAUGHLIN, JOSEPH, JAMES | I | PRESIDENT, DIRECTOR | NA | Control |
| MCLAUGHLIN, JOSEPH, JAMES | I | PRESIDENT, DIRECTOR | NA | Control |
| MCLAUGHLIN, JOSEPH, JAMES | I | PRESIDENT, DIRECTOR, PORTFOLIO MANAGER | NA | Control |
| MCLAUGHLIN, JOSEPH, JAMES | I | PRESIDENT, DIRECTOR | NA | Control |
| MCLAUGHLIN, JOSEPH, JAMES | I | PRESIDENT, PORTFOLIO MANAGER | NA | Control |
| MCLAUGHLIN, JOSEPH, JAMES | I | PRESIDENT, PORTFOLIO MANAGER | NA | Control |
| NASO, SUSANNE, MARIE | I | COMPLIANCE OFFICER | NA | |
| NASO, SUSANNE, MARIE | I | COMPLIANCE OFFICER | NA | |
| NESS, MARIEELENA, V | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NESS, MARIEELENA, V | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NESS, MARIEELENA, V | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NESS, MARIEELENA, V | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NESS, MARIEELENA, V | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NESS, MARIEELENA, V | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NESS, MARIEELENA, V | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PRIDE, JASON, DOUGLAS | I | VICE PRESIDENT, DIRECTOR OF RESEARCH - EQUITIES | NA | |
| PRIDE, JASON, DOUGLAS | I | VICE PRESIDENT, DIRECTOR OF RESEARCH - EQUITIES | NA | |
| PRIDE, JASON, DOUGLAS | I | VICE PRESIDENT, DIRECTOR OF RESEARCH - EQUITIES | NA | |
| PRIDE, JASON, DOUGLAS | I | VICE PRESIDENT, DIRECTOR OF RESEARCH | NA | |
| PRIDE, JASON, DOUGLAS | I | VICE PRESIDENT, DIRECTOR OF RESEARCH - EQUITIES | NA | |
| PRIDE, JASON, DOUGLAS | I | VICE PRESIDENT, DIRECTOR OF RESEARCH - EQUITIES | NA | |
| PRIDE, JASON, DOUGLAS | I | VICE PRESIDENT, DIRECTOR OF RESEARCH - EQUITIES | NA | |
| PRIDE, JASON, DOUGLAS | I | VICE PRESIDENT, DIRECTOR OF RESEARCH | NA | |
| PRIDE, JASON, DOUGLAS | I | VICE PRESIDENT, DIRECTOR OF RESEARCH - EQUITIES | NA | |
| PRIDE, JASON, DOUGLAS | I | VICE PRESIDENT, DIRECTOR OF RESEARCH | NA | |
| PRIDE, JASON, DOUGLAS | I | VICE PRESIDENT, DIRECTOR OF RESEARCH | NA | |
| SMITH, HENRY, BELIN | I | VICE PRESIDENT, DIRECTOR, PORTFOLIO MANAGER, CHIEF INVESTMENT OFFICER - EQUITIES | NA | |
| SMITH, HENRY, BELIN | I | VICE PRESIDENT, DIRECTOR, PORTFOLIO MANAGER, CHIEF INVESTMENT OFFICER - EQUITIES | NA | |
| SMITH, HENRY, BELIN | I | VICE PRESIDENT, DIRECTOR, PORTFOLIO MANAGER, CHIEF INVESTMENT OFFICER - EQUITIES | NA | |
| SMITH, HENRY, BELIN | I | VICE PRESIDENT, DIRECTOR, PORTFOLIO MANAGER, CHIEF INVESTMENT OFFICER, CHAIRPERSON OF THE INVESTMENT SELECTION COMMITTEE | NA | |
| SMITH, HENRY, BELIN | I | VICE PRESIDENT, DIRECTOR, PORTFOLIO MANAGER, CHIEF INVESTMENT OFFICER - EQUITIES | NA | |
| SMITH, HENRY, BELIN | I | VICE PRESIDENT, DIRECTOR, CHIEF INVESTMENT OFFICER - EQUITIES | NA | |
| SMITH, HENRY, BELIN | I | VICE PRESIDENT, DIRECTOR, CHIEF INVESTMENT OFFICER - EQUITIES | NA | |
| SMITH, HENRY, BELIN | I | VICE PRESIDENT, DIRECTOR, PORTFOLIO MANAGER, CHIEF INVESTMENT OFFICER, CHAIRPERSON OF THE INVESTMENT SELECTION COMMITTEE | NA | |
| SMITH, HENRY, BELIN | I | VICE PRESIDENT, DIRECTOR, CHIEF INVESTMENT OFFICER - EQUITIES | NA | |
| SMITH, HENRY, BELIN | I | VICE PRESIDENT, PORTFOLIO MANAGER, CHIEF INVESTMENT OFFICER, CHAIRPERSON OF THE INVESTMENT SELECTION COMMITTEE | NA | |
| SMITH, HENRY, BELIN | I | VICE PRESIDENT, PORTFOLIO MANAGER, CHIEF INVESTMENT OFFICER, CHAIRPERSON OF THE INVESTMENT SELECTION COMMITTEE | NA | |
| SMITH, JONATHAN, DARRELL | I | VICE PRESIDENT, DIRECTOR OF RESEARCH - FIXED INCOME | NA | |
| SMITH, JONATHAN, DARRELL | I | VICE PRESIDENT, DIRECTOR OF RESEARCH - FIXED INCOME | NA | |
| SMITH, JONATHAN, DARRELL | I | VICE PRESIDENT, DIRECTOR OF RESEARCH - FIXED INCOME | NA | |
| SMITH, JONATHAN, DARRELL | I | VICE PRESIDENT, DIRECTOR OF RESEARCH - FIXED INCOME | NA | |
| SMITH, JONATHAN, DARRELL | I | VICE PRESIDENT, CHIEF INVESTMENT OFFICER - FIXED INCOME | NA | |
| SMITH, JONATHAN, DARRELL | I | VICE PRESIDENT, CHIEF INVESTMENT OFFICER - FIXED INCOME | NA | |
| SMITH, JONATHAN, DARRELL | I | VICE PRESIDENT, CHIEF INVESTMENT OFFICER - FIXED INCOME | NA | |
| WIETLISBACH, BINNEY, HOLDEN CONNELL | I | VICE PRESIDENT, DIRECTOR, PORTFOLIO MANAGER | NA | Control |
| WIETLISBACH, BINNEY, HOLDEN CONNELL | I | VICE PRESIDENT, DIRECTOR, PORTFOLIO MANAGER | NA | Control |
| WIETLISBACH, BINNEY, HOLDEN CONNELL | I | VICE PRESIDENT, DIRECTOR, PORTFOLIO MANAGER | NA | Control |
| WIETLISBACH, BINNEY, HOLDEN CONNELL | I | VICE PRESIDENT, DIRECTOR, PORTFOLIO MANAGER | NA | Control |
| WIETLISBACH, BINNEY, HOLDEN CONNELL | I | VICE PRESIDENT, DIRECTOR, PORTFOLIO MANAGER | NA | Control |
| WIETLISBACH, BINNEY, HOLDEN CONNELL | I | VICE PRESIDENT, DIRECTOR | NA | Control |
| WIETLISBACH, BINNEY, HOLDEN CONNELL | I | VICE PRESIDENT, DIRECTOR | NA | Control |
| WIETLISBACH, BINNEY, HOLDEN CONNELL | I | VICE PRESIDENT, DIRECTOR, PORTFOLIO MANAGER | NA | Control |
| WIETLISBACH, BINNEY, HOLDEN CONNELL | I | VICE PRESIDENT, DIRECTOR | NA | Control |
| WIETLISBACH, BINNEY, HOLDEN CONNELL | I | VICE PRESIDENT, PORTFOLIO MANAGER | NA | Control |
| WIETLISBACH, BINNEY, HOLDEN CONNELL | I | VICE PRESIDENT, PORTFOLIO MANAGER | NA | Control |
| CONNELL, GEORGE, W | I | DIRECTOR, CEO, OWNER | E | Control |
| CONNELL, GEORGE, W | I | DIRECTOR, CEO, OWNER | E | Control |
| CONNELL, GEORGE, W | I | DIRECTOR, CEO, OWNER | E | Control |
| CONNELL, GEORGE, W | I | DIRECTOR, CEO | E | Control |
| CONNELL, GEORGE, W | I | DIRECTOR, CEO, OWNER | E | Control |
| CONNELL, GEORGE, W | I | DIRECTOR, CEO, OWNER | E | Control |
| CONNELL, GEORGE, W | I | DIRECTOR, CEO, OWNER | E | Control |
| CONNELL, GEORGE, W | I | DIRECTOR, CEO, OWNER | E | Control |
| THE HAVERFORD TRUST COMPANY | DE | OWNER | E | Control |
| THE HAVERFORD TRUST COMPANY | DE | OWNER | E | Control |
| THE HAVERFORD TRUST COMPANY | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CONNELL, GEORGE, W | I | THE HAVERFORD TRUST COMPANY | E | Control |
| CONNELL, GEORGE, W | I | THE HAVERFORD TRUST COMPANY | E | Control |
Registrations
Federal
IA
Oct 19, 2005 REGISTERED
Notice Filings (49)
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Address
3 RADNOR CORPORATE CENTERSTE 450
RADNOR, PA 19087
USA
Phone: 610-995-8700