Eric M. Godshalk & Co. is a large advisory firm based in Radnor. It manages $201.9 million of regulatory assets for 295 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Florida, New Jersey, New York, and Pennsylvania.
Eric M. Godshalk & provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and consulting. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Eric M. Godshalk & Co. is $201.9 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 125% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Eric M. Godshalk & Co. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Eric Mahl Godshalk has been acting as President since 1 Jul 1991. Matthew William Welsh joined the executive team most recently as the President, Chief Compliance Officer.
The principal office where Eric M. Godshalk & Co. performs its advisory services is located at 170 N. Radnor Chester Rd, Radnor, PA 19087 5221, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 610-971-0202 or by fax 610-971-0683. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.