AdvisorOS Directory
Claim Profile
Unclaimed Profile
BM

Benjamin Louis Martik

VALLEY BROOK CAPITAL GROUP, INC.·VENETIA, Pennsylvania
Clean recordVALLEY BROOK CAPITAL GROUP, INC.
538 VALLEY BROOK ROAD, VENETIA, PA 15367CRD# 6774926Firm CRD# 122460

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Benjamin Louis Martik · VENETIA, PA
Registration
CRD #6774926 · VALLEY BROOK CAPITAL GROUP, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Benjamin Louis Martik is a registered financial advisor based in VENETIA, Pennsylvania, affiliated with VALLEY BROOK CAPITAL GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Benjamin

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Benjamin is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
VALLEY BROOK CAPITAL GROUP, INC.
VALLEY BROOK CAPITAL GROUP
AUM
$169M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at VALLEY BROOK CAPITAL GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 6774926
Firm CRD# 122460
View on FINRA BrokerCheck →

Looking for a financial advisor in VENETIA?

Browse all registered financial advisors in VENETIA, Pennsylvania or claim this profile if it's yours.

Browse VENETIA AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Benjamin Louis Martik offer?
Benjamin Louis Martik specializes in Financial Planning, Investment Management. Contact their office in VENETIA, Pennsylvania for a consultation.
What are Benjamin Louis Martik's credentials?
Benjamin Louis Martik is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Benjamin Louis Martik located?
Benjamin Louis Martik is based in VENETIA, Pennsylvania, working with VALLEY BROOK CAPITAL GROUP, INC.. Their office serves clients in the VENETIA metropolitan area and surrounding communities.
How does Benjamin Louis Martik charge for services?
Benjamin Louis Martik's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VALLEY BROOK CAPITAL GROUP, INC.?
VALLEY BROOK CAPITAL GROUP, INC. has approximately 7 employees and manages $169M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at VALLEY BROOK CAPITAL GROUP, INC.

Robert Michael Pulit
VENETIA, PA
Gregory Jon Martik
VENETIA, PA
Albert Francis Calfo
VENETIA, PA
Jayme Alan Russo
VENETIA, PA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)BERWYN (136)WEST CONSHOHOCKEN (127)MALVERN (124)HARRISBURG (82)LANCASTER (80)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Request removal of this profile