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Building 2VALLEY FORGE INVESTMENT CONSULTANTS, INC.

Map pinAUDUBON, PA
Phone610-783-6650
NotebookSEC #801-107519
Total AUM
$3.5B
Employees
16
Clients
384

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2500 MONROE BLVD.
SUITE 100
AUDUBON
PA 19403
United States
Operating Hours
9:00-5:00 ET
Monday - Friday
Phone
610-783-6650

ReceiptFinancials

Total AUM
$3.5B
Accounts
1,034
Discretionary
$851.9M
Accounts
860
Non-Discretionary
$2.6B
Accounts
174

ContactClients

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Individual Clients
82
AUM
$39.1M
HNW Individual Clients
158
AUM
$927.1M
Pension/Profit Sharing Plan Clients
128
AUM
$2.5B
Charitable Organization Clients
9
AUM
$30M
Corporation or Business Clients
7
AUM
$28.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COCTDEFLGALAMAMDNHNJNYPATXVA

HandshakeAffiliates

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Affiliates
Reported 27 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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