Valley Forge Investment Consultants, Inc.

Valley Forge Investment Consultants, Inc. (CRD# 123898) is a financial advisory firm headquartered in Audubon, PA. They manage $2,230,939,146 in 1,085 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,231
    MILLION
  • Total Number of Accounts
    1,085
    ACCOUNTS
  • Average Account Value
    $2,056,165
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
The map below shows states where this firm has explicit registration only.

CT, DE, FL, GA, LA, MA, MD, NH, NJ, NY, PA, TX, VA

Financial Advisors at Valley Forge Investment Consultants, Inc.
Showing 1 - 10 of 10 top financial advisors.
1
Rachel E. Kalivas
CRD#: 6493008
2500 Monroe Blvd., Suite 100, Audubon, PA 19403

Rachel Kalivas (CRD# 6493008) is an Investment Advisor Representative working at Valley Forge Investment Consultants, Inc. in Audubon, PA and has over 8 years of experience in the finance industry.

2
Brett D. Keller
CRD#: 4558251
2500 Monroe Blvd., Suite 100, Audubon, PA 19403

Brett Keller (CRD# 4558251) is an Investment Advisor Representative working at Valley Forge Investment Consultants, Inc. in Audubon, PA and has over 21 years of experience in the finance industry.

3
Nicole Kelly
CRD#: 4214949
2500 Monroe Blvd., Suite 100, Audubon, PA 19403

Nicole Kelly (CRD# 4214949) is an Investment Advisor Representative working at Valley Forge Investment Consultants, Inc. in Audubon, PA and has over 22 years of experience in the finance industry.

4
Connor J. Kenny
CRD#: 6670401
2500 Monroe Blvd., Suite 100, Audubon, PA 19403

Connor Kenny (CRD# 6670401) is an Investment Advisor Representative working at Valley Forge Investment Consultants, Inc. in Audubon, PA and has over 5 years of experience in the finance industry.

5
Charles H. Kurtz
CRD#: 2176959
2500 Monroe Blvd., Suite 100, Audubon, PA 19403

Charles Kurtz (CRD# 2176959) is an Investment Advisor Representative working at Valley Forge Investment Consultants, Inc. in Audubon, PA and has over 32 years of experience in the finance industry.

6
Michael J. Maher
CRD#: 2139398
2500 Monroe Blvd., Suite 100, Audubon, PA 19403

Michael Maher (CRD# 2139398) is an Investment Advisor Representative working at Valley Forge Investment Consultants, Inc. in Audubon, PA and has over 32 years of experience in the finance industry.

7
Edward J. McNicholas
CRD#: 2095939
2500 Monroe Blvd., Suite 100, Audubon, PA 19403

Edward McNicholas (CRD# 2095939) is an Investment Advisor Representative working at Valley Forge Investment Consultants, Inc. in Audubon, PA and has over 24 years of experience in the finance industry.

8
Stephen T. Mumford
CRD#: 5214858
2500 Monroe Blvd., Suite 100, Audubon, PA 19403

Stephen Mumford (CRD# 5214858) is an Investment Advisor Representative working at Valley Forge Investment Consultants, Inc. in Audubon, PA and has over 17 years of experience in the finance industry.

9
Steven M. Baymor
CRD#: 7669870
2500 Monroe Blvd., Suite 100, Audubon, PA 19403

Steven Baymor (CRD# 7669870) is an Investment Advisor Representative working at Valley Forge Investment Consultants, Inc. in Audubon, PA and has 1 year of experience in the finance industry.

10
Alec Moyer
CRD#: 7713027
2500 Monroe Blvd., Suite 100, Audubon, PA 19403

Alec Moyer (CRD# 7713027) is an Investment Advisor Representative working at Valley Forge Investment Consultants, Inc. in Audubon, PA and has 1 year of experience in the finance industry.

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