Be advised. This firm is no longer registered.

Valley Forge Asset Management, LLC

Valley Forge Asset Management, LLC (CRD# 7438) is a financial advisory firm headquartered in King Of Prussia, PA. They manage $2,233,177,466 in 1,955 accounts and serve the financial needs of clients across 26 states (or territories).

Current Firm Details
150 S. Warner Rd, Suite 200, King Of Prussia, PA 19406
By the Numbers
  • Total Assets Under Management
    2,233
    MILLION
  • Total Number of Accounts
    1,955
    ACCOUNTS
  • Average Account Value
    $1,142,290
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CT, DC, DE, FL, GA, IL, KS, LA, MA, MD, MI, MN, NC, NE, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WA

Financial Advisors at Valley Forge Asset Management, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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