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Building 2GODSHALK WELSH CAPITAL MANAGEMENT, INC.

Map pinRADNOR, PA
Phone610-971-0202
NotebookSEC #801-39857
Total AUM
$290.5M
Employees
2
Clients
112

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
170 N. RADNOR CHESTER RD
SUITE 100
RADNOR
PA 19087-5221
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
610-971-0202

ReceiptFinancials

Total AUM
$290.5M
Accounts
266
Discretionary
$290.5M
Accounts
266
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
38
AUM
$18.1M
HNW Individual Clients
72
AUM
$265.7M
Pension/Profit Sharing Plan Clients
1
AUM
$4.9M
Charitable Organization Clients
1
AUM
$1.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CODEFLNJNYPATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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