VALLEY FORGE ASSET MANAGEMENT, LLC
Total AUM
$2.2B
Employees
32Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
150 S. WARNER RD
SUITE 200
KING OF PRUSSIA
PA 19406
United States
SUITE 200
KING OF PRUSSIA
PA 19406
United States
Operating Hours
9:00 TO 5:00
Monday - Friday
Monday - Friday
Phone
610-687-6800
Financials
Total AUM
$2.2B
Accounts
1,955Discretionary
$2B
Accounts
1,889Non-Discretionary
$242.3M
Accounts
66
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO False Statement FindingSRO Rule Violation
State Registrations
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Affiliates
Affiliates
Reported 9 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.