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 $900,190,798 in 972 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    900
    MILLION
  • Total Number of Accounts
    972
    ACCOUNTS
  • Average Account Value
    $926,122
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.

DE, FL, NH, NJ, NY, PA, TX

Financial Advisors at Valley Forge Investment Consultants, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Brett D. Keller
CRD#: 4558251
1030 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
1 Community Lane, Ephrata, PA 17522
93
Wealthminder
score

Charles Kurtz (CRD# 2176959) is an Investment Advisor Representative working at Valley Forge Investment Consultants, Inc. in Ephrata, PA and has over 26 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 27 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 19 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 11 years of experience in the finance industry.

6
Rachel E. Rieder
CRD#: 6493008
1030 Old Valley Forge Road, King Of Prussia, PA 19406
89
Wealthminder
score

Rachel Rieder (CRD# 6493008) is an Investment Advisor Representative working at Valley Forge Investment Consultants, Inc. in King Of Prussia, PA and has over 2 years of experience in the finance industry.

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