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Valley Forge Investment Consultants, Inc.

● SEC registered since 2016CRD 123898SEC# 801-107519Audubon, PA
Export (members)
Reg. AUM
$2.84B
Employees
14
Accounts
1,111
Location
Audubon, PA

Valley Forge Investment Consultants, Inc. assets under management

Valley Forge Investment Consultants, Inc. operates as an SEC-registered investment adviser based in Audubon, PA. The firm has been registered since 2016. It reports $2.8 billion in regulatory assets under management and employs 14 people.
www.linkedin.com/company/valley-forge-financial-groupView on SEC.gov ↗

Valley Forge Investment Consultants, Inc. owners & executives

6 reported
NameTitleOwnershipSince
Michael Gregory Mallick ControlSecretaryUnder 5%2018
Michael Joseph Maher ControlChairman/Ceo50-75%1989
Patrick Michael Lannon ControlChief Compliance OfficerUnder 5%2023
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Frequently asked questions

How much does Valley Forge Investment Consultants, Inc. manage?

Valley Forge Investment Consultants, Inc. reports $2.8 billion in regulatory assets under management on its Form ADV.

How many employees does Valley Forge Investment Consultants, Inc. have?

Valley Forge Investment Consultants, Inc. reports 14 employees.

Where is Valley Forge Investment Consultants, Inc. located?

Valley Forge Investment Consultants, Inc. is based in Audubon, PA and has been SEC-registered since 2016.

Does Valley Forge Investment Consultants, Inc. disclose fund performance?

Valley Forge Investment Consultants, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2500 Monroe Blvd., Suite 100, Audubon, PA 19403
Phone610-783-6650
Office hours9:00-5:00 Et
SEC regionPhiladelphia Regional Office (PLRO)
CIK920655
Discloses disciplinary historyNo

Assets under management

Discretionary$720.4M
Non-discretionary$2.12B
Total (RAUM)$2.84B