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).
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Total Assets Under Management2,231MILLION
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Total Number of Accounts1,085ACCOUNTS
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Average Account Value$2,056,165
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
CT, DE, FL, GA, LA, MA, MD, NH, NJ, NY, PA, TX, VA
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.