Overview
Assets Under Management: $192 million
Headquarters: VENETIA, PA
High-Net-Worth Clients: 52
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 52
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.62
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 313
Discretionary Accounts: 311
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 122460
Last Filing Date: 2025-03-05 00:00:00
Website: https://valleybrookcg.com