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Building 2VALLEY BROOK CAPITAL GROUP

Map pinVENETIA, PA
Phone724-941-8625
NotebookSEC #801-113710
Total AUM
$223.3M
Employees
6
Clients
204

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
538 VALLEY BROOK ROAD
SUITE 100
VENETIA
PA 15367
United States
Operating Hours
9:00 AM - 4:00 PM
Monday - Friday
Phone
724-941-8625
Other Offices
2

ReceiptFinancials

Total AUM
$223.3M
Accounts
368
Discretionary
$201.9M
Accounts
365
Non-Discretionary
$21.4M
Accounts
3

ContactClients

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Individual Clients
137
AUM
$29.3M
HNW Individual Clients
59
AUM
$159M
Pension/Profit Sharing Plan Clients
3
AUM
$21.4M
Corporation or Business Clients
5
AUM
$13.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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