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Gregory Jon Martik

VALLEY BROOK CAPITAL GROUP, INC.·VENETIA, Pennsylvania
Clean recordVALLEY BROOK CAPITAL GROUP, INC.
538 VALLEY BROOK ROAD, VENETIA, PA 15367CRD# 1296865Firm CRD# 122460

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gregory Jon Martik · VENETIA, PA
Registration
CRD #1296865 · VALLEY BROOK CAPITAL GROUP, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Gregory Jon 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

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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# 1296865
Firm CRD# 122460
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gregory Jon Martik offer?
Gregory Jon Martik specializes in Financial Planning, Investment Management. Contact their office in VENETIA, Pennsylvania for a consultation.
What are Gregory Jon Martik's credentials?
Gregory Jon Martik is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory Jon Martik located?
Gregory Jon 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 Gregory Jon Martik charge for services?
Gregory Jon 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.
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Other Advisors at VALLEY BROOK CAPITAL GROUP, INC.

Robert Michael Pulit
VENETIA, PA
Albert Francis Calfo
VENETIA, PA
Benjamin Louis Martik
VENETIA, PA
Jayme Alan Russo
VENETIA, PA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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