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Margaret Mary Welsh

BATTENKILL CAPITAL MANAGEMENT, INC.·ALLENTOWN, New Jersey
Clean recordBATTENKILL CAPITAL MANAGEMENT, INC.
34 S MAIN ST, ALLENTOWN, NJ 08501CRD# 2272191Firm CRD# 153815

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Margaret Mary Welsh · ALLENTOWN, NJ
Registration
CRD #2272191 · BATTENKILL CAPITAL MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Margaret Mary Welsh is a registered financial advisor based in ALLENTOWN, New Jersey, affiliated with BATTENKILL CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Institutional Investors
Introduction

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03

Firm Overview

Firm
BATTENKILL CAPITAL MANAGEMENT, INC.
BATTENKILL CAPITAL MANAGEMENT, INC.
AUM
$53M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at BATTENKILL CAPITAL MANAGEMENT, INC. →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2272191
Firm CRD# 153815
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Margaret Mary Welsh offer?
Margaret Mary Welsh specializes in Investment Management. Contact their office in ALLENTOWN, New Jersey for a consultation.
What are Margaret Mary Welsh's credentials?
Margaret Mary Welsh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Margaret Mary Welsh located?
Margaret Mary Welsh is based in ALLENTOWN, New Jersey, working with BATTENKILL CAPITAL MANAGEMENT, INC.. Their office serves clients in the ALLENTOWN metropolitan area and surrounding communities.
How does Margaret Mary Welsh charge for services?
Margaret Mary Welsh's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BATTENKILL CAPITAL MANAGEMENT, INC.?
BATTENKILL CAPITAL MANAGEMENT, INC. has approximately 1 employees and manages $53M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BATTENKILL CAPITAL MANAGEMENT, INC.

Bruce Anthony Vinci
ALLENTOWN, NJ
Roberta Marie Kulpa
ALLENTOWN, NJ

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Research
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