Godshalk Welsh Capital Management, Inc.
Firm details
- Headquarters
- Radnor, Pennsylvania
- CRD number
- 106410
- Registered since
- September 18, 1991
- Website
- godshalkwelsh.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI91.47%
- Individuals6.22%
- Pension & Profit Sharing Plans1.7%
- Charitable Organizations0.61%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Godshalk Welsh Capital Management, Inc. is an independent registered investment adviser organized as a corporation and operating since the early 1990s. The firm serves individual and family clients and offers financial planning plus discretionary portfolio management for individuals, small businesses and other business or institutional clients. Compensation is mixed: percentage-of-AUM arrangements alongside hourly and fixed-fee engagements. The firm identifies as an active ESG investor and is owned by an individual principal rather than a larger network or capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities49%
- Public Funds/Mutual Funds26%
- Investment Grade Corp Bonds17%
- Cash & Cash Equivalents5%
- State & Local Bonds3%
Owners & executives
1 of 1
Matthew Welsh
President, Chief Investment OfficerCRD 2187819
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 40Active vs passive
$55.9M in ETFs
91%
$50.6M
4%
$5.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 2000 ETF (IWM) | BlackRock | Passive | Small Blend | $3.8M | 12,720 | 6.84% |
Location
Radnor, PA
Delaware
Location
Radnor, PA
Headquartered in Radnor, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Delaware
- Address
- 170 N Radnor Chester Rd
- Time zone
- ET (UTC-5)
- Office locations
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