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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