Godshalk Eric M & Co (Radnor)


Godshalk Eric M & Co is a large advisory firm based in Radnor. It manages $87.28 million of regulatory assets for 94 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Pennsylvania and Virginia.

Godshalk Eric M & provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Godshalk Eric M &: assets under management

The assets under management (AUM) of Godshalk Eric M & Co is $87.28 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $86.59 million in discretionary accounts and $685.86 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $931.12 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $685.86 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Godshalk Eric M & Co for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Radnor

The principal office where Godshalk Eric M & Co performs its advisory services is located at 290 King Of Prussia Road, Radnor, PA 19087 5111, 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.

Registered investment advisers similar to Godshalk Eric M & Co