VALLEY BROOK CAPITAL GROUP

538 Valley Brook Road
Suite 100
Venetia, Pennsylvania 15367
Tel: 724-941-8625

About VALLEY BROOK CAPITAL GROUP

VALLEY BROOK CAPITAL GROUP, formally registered with the SEC as VALLEY BROOK CAPITAL GROUP. The firm was established in 07/27/2018. They have over 3 offices throughout the country.

VALLEY BROOK CAPITAL GROUP is a Venetia, Pennsylvania based Financial Planning firm with nearly $192,166,993 assets under management, offering retirement planning & investment advisory services to 313 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	122460
SEC#	801-113710
Assets Managed by Firm	$192,166,993
No. of Clients	313
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	313	$192,166,993
Individuals (other than high net worth individuals)	126	$28,077,275
High net worth individuals	52	$143,388,947
Pension and profit sharing plans	2	$14,679,236
Corporations or other businesses	3	$6,021,535

More Retirement Planning firms in Venetia, Pennsylvania:

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VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
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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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