# WIDMANN, SIFF & CO., INC.

WIDMANN, SIFF & CO., INC. of HAVERFORD, PA is an SEC-registered investment adviser.

## Registration

- CRD: 18196
- Type: SEC-registered investment adviser
- SEC file number: 801-7020
- Location: 551 WEST LANCASTER AVENUE, SUITE 304, HAVERFORD, PA, 19041
- Phone: 610-520-0500
- Latest filing: 2008-08-29
- Regulatory AUM: $304.8M
- Discretionary AUM: $258.5M
- Non-discretionary AUM: $46.3M
- Clients: 6
- Accounts: 549

## Officers, owners & control persons (13)

| Name | Role | Location |
| --- | --- | --- |
| GRANT K ALLEN | SHAREHOLDER | MIDDLETON, WI |
| GRANT ROSSER ALLEN | SHAREHOLDER | MIDDLETON, WI |
| Grant Allen | SHAREHOLDER | Red Hill, C3 |
| WIDMANN ERNEST RUDOLPH | PRESIDENT, CHAIRMAN, TREASURER, DIRECTOR, CEO | — |
| SIFF ALAN LEWIS | REGIONAL MARKETING DIRECTOR; SHAREHOLDER | — |
| MCCALLUM JEFFREY SCOTT | SENIOR VICE PRESIDENT, DIRECTOR, SECRETARY, COO | — |
| HARDEN HELENA JS | SHAREHOLDER | — |
| WIDMANN MARJORIE ELIZABETH | DIRECTOR | — |
| DAVIS KIM MARIE | VICE PRESIDENT,CCO,PORTFOLIO ADM.,CROP,SROP,CFO; VICE PRESIDENT,CHIEF COMPLIANCE OFFICER,PORTFOLIO ADM.,CROP,SROP,CFO | — |
| FRANCIS BERNARD ALLEN JR | CHAIRMAN, CEO & PRESIDENT | — |
| GIBSON JAMES EDWARD | CHIEF INVESTMENT OFFICER | — |
| SWALLOW MICHAEL FRANCIS | TREASURER, EXECUTIVE VICE PRESIDENT & CHIEF RISK OFFICER | — |
| HESS WILLIAM MCCLELLAND | SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/18196/brochure
- Similar advisers: https://search.stillhousedata.com/firm/18196/similar
- Related entities: https://search.stillhousedata.com/firm/18196/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/18196

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.