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Home > Retirement Planners > pennsylvania > venetia > VALLEY BROOK CAPITAL GROUP
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 |
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|---|---|---|---|
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