Godshalk Welsh Capital Management, Inc.
Godshalk Welsh Capital Management, Inc. (CRD# 106410) is a financial advisory firm headquartered in Radnor, PA. They manage $203,446,517 in 268 accounts and serve the financial needs of clients across 5 states (or territories).
Total Assets Under Management203MILLION
Total Number of Accounts268ACCOUNTS
Average Account Value$759,129
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, NJ, NY, PA, TX
Matthew Welsh (CRD# 2187819) is an Investment Advisor Representative working at Godshalk Welsh Capital Management, Inc. in Radnor, PA and has over 26 years of experience in the finance industry. Matthew Welsh has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.