MONONGAHELA CAPITAL MANAGEMENT

223 Mercer Street
Harmony, Pennsylvania 16037
Tel: 724-473-4003

About MONONGAHELA CAPITAL MANAGEMENT

MONONGAHELA CAPITAL MANAGEMENT, formally registered with the SEC as MONONGAHELA CAPITAL MANAGEMENT. The firm was established in 04/23/2002. They have over 3 offices throughout the country.

MONONGAHELA CAPITAL MANAGEMENT is a Harmony, Pennsylvania based Financial Planning firm with nearly $835,873,570 assets under management, offering retirement planning & investment advisory services to 1044 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	16197
SEC#	801-61034
Assets Managed by Firm	$835,873,570
No. of Clients	1044
No. of Advisors	14

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	1044	$835,873,570
Individuals (other than high net worth individuals)	246	$72,136,272
High net worth individuals	249	$666,769,594
Pension and profit sharing plans	1	$7,323,014
Charitable organizations	6	$54,903,543
Corporations or other businesses	6	$7,217,699

More Retirement Planning firms in Harmony, Pennsylvania:

Firm Name	Assets Under Management	Total Clients	Total Advisors
VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$501,645,588,245	80	101
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
VANGUARD ADVISERS, INC. 100 Vanguard Blvd Malvern, PA, 19355	$333,066,527,268	804462	2107
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411

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