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Roberta Marie Kulpa

BATTENKILL CAPITAL MANAGEMENT, INC.·ALLENTOWN, New Jersey
Unclaimed Profile
34 S MAIN ST, ALLENTOWN, NJ 08501CRD# 5884625Firm CRD# 153815
01

About

Roberta Marie Kulpa 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
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
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Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5884625
Firm CRD# 153815
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Roberta Marie Kulpa offer?
Roberta Marie Kulpa specializes in Investment Management. Contact their office in ALLENTOWN, New Jersey for a consultation.
What are Roberta Marie Kulpa's credentials?
Roberta Marie Kulpa is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Roberta Marie Kulpa located?
Roberta Marie Kulpa 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 Roberta Marie Kulpa charge for services?
Roberta Marie Kulpa'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 in ALLENTOWN
Richard Edward Franzen — REF ADVISORS LLCMichael E Adamson — REF ADVISORS LLCBruce Anthony Vinci — BATTENKILL CAPITAL MANAGEMENT, INC.Margaret Mary Welsh — BATTENKILL CAPITAL MANAGEMENT, INC.
Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)JERSEY CITY (156)RED BANK (136)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
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