Connor Kenny, financial advisor Audubon PA

Connor Kenny

CRD Number: 6670401
Current Firm: Valley Forge Investment Consultants, Inc.

Connor Kenny (CRD# 6670401) is an Investment Advisor Representative working at Valley Forge Investment Consultants, Inc. in Audubon, PA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Valley Forge Investment Consultants, Inc. Audubon, PA Nov 2017 - Current 6
Vanguard Group Malvern, PA Jun 2017 - Nov 2017 < 1
Kutztown University Kutztown, PA Aug 2013 - May 2017 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2018
Contact Info for Connor J. Kenny
Phone Number: 610-783-6650
Firm Website: http://www.vffg.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    2,231
    MILLIONS
  • Total Number of Accounts
    1,085
    ACCOUNTS
  • Average Account Value
    $2,056,165
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CT, DE, FL, GA, LA, MA, MD, NH, NJ, NY, PA, TX, VA

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