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, individually owned registered investment adviser that has been SEC-registered since 1991. The firm focuses on wealth management for individuals and families and provides financial planning alongside portfolio management for individuals, small businesses, and institutional clients. Its fee model combines asset-based fees with hourly and fixed-price engagements. The firm identifies as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 1MATTHEW WELSH
President, Chief Investment OfficerCRD 2187819
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 39Active vs passive
$50.9M in ETFs
91%
$46.4M
3%
$4.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES IBONDS DEC 2028 TERM CORPORATE ETF (IBDT) | BlackRock | Passive | Target Maturity | $3.5M | 138,850 | 6.91% |
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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