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Building 2VALLEY FORGE ASSET MANAGEMENT, LLC

Map pinKING OF PRUSSIA, PA
Phone610-687-6800
NotebookSEC #801-25300
Total AUM
$2.2B
Employees
32
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
150 S. WARNER RD
SUITE 200
KING OF PRUSSIA
PA 19406
United States
Operating Hours
9:00 TO 5:00
Monday - Friday
Phone
610-687-6800

ReceiptFinancials

Total AUM
$2.2B
Accounts
1,955
Discretionary
$2B
Accounts
1,889
Non-Discretionary
$242.3M
Accounts
66

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Percentage AUM

Shield checkCompliance

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
AZCACTDCDEFLGAILKSLAMAMDMIMNNCNENHNJNYOHPASCTNTXVAWA

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Affiliates
Reported 9 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.

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