Valley Forge Investment Consultants, Inc.

Valley Forge Investment Consultants, Inc. (CRD# 123898) is a financial advisory firm headquartered in King Of Prussia, PA. They manage $790,247,094 in 944 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    790
    MILLION
  • Total Number of Accounts
    944
    ACCOUNTS
  • Average Account Value
    $837,126
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
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.

PA

Financial Advisors at Valley Forge Investment Consultants, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Brett D. Keller
CRD#: 4558251
1022 Old Valley Forge Road, King Of Prussia, PA 19406
93
Wealthminder
score

Brett Keller (CRD# 4558251) is an Investment Advisor Representative working at Valley Forge Investment Consultants, Inc. in King Of Prussia, PA and has over 15 years of experience in the finance industry.

2
Charles H. Kurtz
CRD#: 2176959
1022 Old Valley Forge Road, King Of Prussia, PA 19406
93
Wealthminder
score

Charles Kurtz (CRD# 2176959) is an Investment Advisor Representative working at Valley Forge Investment Consultants, Inc. in King Of Prussia, PA and has over 25 years of experience in the finance industry.

3
Michael J. Maher
CRD#: 2139398
1022 Old Valley Forge Road, King Of Prussia, PA 19406
93
Wealthminder
score

Michael Maher (CRD# 2139398) is an Investment Advisor Representative working at Valley Forge Investment Consultants, Inc. in King Of Prussia, PA and has over 26 years of experience in the finance industry.

4
Edward J. McNicholas
CRD#: 2095939
1022 Old Valley Forge Road, King Of Prussia, PA 19380
93
Wealthminder
score

Edward McNicholas (CRD# 2095939) is an Investment Advisor Representative working at Valley Forge Investment Consultants, Inc. in King Of Prussia, PA and has over 18 years of experience in the finance industry.

5
Stephen T. Mumford
CRD#: 5214858
1030 Old Valley Forge Road, King Of Prussia, PA 19406
93
Wealthminder
score

Stephen Mumford (CRD# 5214858) is an Investment Advisor Representative working at Valley Forge Investment Consultants, Inc. in King Of Prussia, PA and has over 10 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.