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VALLEY FORGE INVESTMENT CONSULTANTS, INC.
CRD 123898 · SEC 801-107519
2500 MONROE BLVD., SUITE 100, AUDUBON, PA, 19403, United States
Phone
610-783-6650
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.49B
Discretionary AUM
$851.9M
Team
16 total employees; 11 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 82 | $39.1M |
| High net worth individuals | 158 | $927.1M |
| Pension/profit sharing plans | 128 | $2.47B |
| Charitable organizations | 9 | $30.0M |
| Corporations/business entities | 7 | $28.2M |
States served
CO, DE, GA, LA, MD, MA, NJ, NY, PA, VA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD