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Home > Retirement Planners > pennsylvania > radnor > GODSHALK WELSH CAPITAL MANAGEMENT, INC.
GODSHALK WELSH CAPITAL MANAGEMENT, INC.
170 N. Radnor Chester Rd
Suite 100
Radnor, Pennsylvania 19087-5221
Tel: 610-971-0202
About GODSHALK WELSH CAPITAL MANAGEMENT, INC.
GODSHALK WELSH CAPITAL MANAGEMENT, INC, formally registered with the SEC as GODSHALK WELSH CAPITAL MANAGEMENT, INC. The firm was established in 09/18/1991. They have over 1 offices throughout the country.
GODSHALK WELSH CAPITAL MANAGEMENT, INC. is a Radnor, Pennsylvania based Financial Planning firm with nearly $255,258,995 assets under management, offering retirement planning & investment advisory services to 251 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 106410 |
| SEC# | 801-39857 |
| Assets Managed by Firm | $255,258,995 |
| No. of Clients | 251 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 251 | $255,258,995 |
| Individuals (other than high net worth individuals) | 31 | $13,631,097 |
| High net worth individuals | 77 | $233,564,016 |
| Pension and profit sharing plans | Fewer than 5 clients | $6,614,312 |
| Charitable organizations | Fewer than 5 clients | $1,449,570 |
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