Eric M. Godshalk & Co. (Radnor)

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.

Eric M. Godshalk &: assets under management

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 firm manages $201.9 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $684.41 thousand each.

Fees & Commissions

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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Eric M. Godshalk & Co.

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Eric Mahl Godshalk	President	1 Jul 1991	75% - 100%	223503
Eric Mahl Godshalk	President, director, & chief compliance officer	1 Feb 2004	50% - 75%	223503
Richard John Pinola	Vice president, director	1 Feb 2004	50% - 75%	1846534
Matthew William Welsh	Sr. vice president	1 Jan 2009	Other	2187819
Matthew William Welsh	President, chief compliance officer	1 Dec 2012	75% - 100%	2187819

Based in Radnor

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.