AdvisorOS Directory
Claim Profile
Unclaimed Profile
RK

Roberta Marie Kulpa

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

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Roberta Marie Kulpa · ALLENTOWN, NJ
Registration
CRD #5884625 · BATTENKILL CAPITAL MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

Speak with Roberta

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Roberta is the right fit? Take our 2-minute quiz →

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# 5884625
Firm CRD# 153815
View on FINRA BrokerCheck →

Looking for a financial advisor in ALLENTOWN?

Browse all registered financial advisors in ALLENTOWN, New Jersey or claim this profile if it's yours.

Browse ALLENTOWN AdvisorsAre you this advisor? Claim profile
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at BATTENKILL CAPITAL MANAGEMENT, INC.

Bruce Anthony Vinci
ALLENTOWN, NJ
Margaret Mary Welsh
ALLENTOWN, NJ

More Advisors in ALLENTOWN, New Jersey

Michael E Adamson
REF ADVISORS LLC·ALLENTOWN, NJ
Richard Edward Franzen
REF ADVISORS LLC·ALLENTOWN, NJ

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)JERSEY CITY (156)RED BANK (136)MORRISTOWN (119)SHORT HILLS (65)PARSIPPANY (61)CHATHAM (51)ENGLEWOOD (46)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
Request removal of this profile