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Valley Brook Capital Group
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Valley Brook Capital Group Share
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Overview Share
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Venetia, Pennsylvania
$129.8 million AUM
3 offices

Valley Brook Capital Group is based in Venetia, Pennsylvania and has $129.8 million in assets under management.

Location
538 Valley Brook Road
Suite 100
Venetia, PA 15367
$129.8 million
AUM
7
Employees
AUM Share
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$129,753,088
Assets under management
273 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 93 $23,363,691 18% $251,222
High net worth individuals 34 $96,586,362 74% $2,840,775
Pension and profit sharing plans 2 $9,053,035 7% $4,526,518
Other corporations or businesses 1 $750,000 1% $750,000
Employees Share
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7
Employees
7
Investment analysts
100% of total employees
AUM per employee Share
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$129,753,088
Assets under management
$18,536,155
AUM per employee
$18,536,155
AUM per investment analyst
About Share
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Compensation

Valley Brook Capital Group makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
Services offered

Valley Brook Capital Group provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Firm data Share
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CRD number 122,460
SEC number 801-113710
Legal structure Corporation
Legal governance Pennsylvania, United States
Latest ADV filing date April 16, 2020

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