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).

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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.