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 14 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 24 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 25 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 17 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 9 years of experience in the finance industry.

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