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Steven Gonedes

VALLEY FORGE CAPITAL MANAGEMENT, LP·MIAMI, Florida
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2 S BISCAYNE BLVD, MIAMI, FL 33131CRD# 7711480Firm CRD# 162953
01

About

Steven Gonedes is a registered financial advisor based in MIAMI, Florida, affiliated with VALLEY FORGE CAPITAL MANAGEMENT, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
VALLEY FORGE CAPITAL MANAGEMENT, LP
VALLEY FORGE CAPITAL MANAGEMENT
AUM
$3.6B
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at VALLEY FORGE CAPITAL MANAGEMENT, LP →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7711480
Firm CRD# 162953
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Steven Gonedes offer?
Steven Gonedes specializes in Retirement Planning. Contact their office in MIAMI, Florida for a consultation.
What are Steven Gonedes's credentials?
Steven Gonedes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Gonedes located?
Steven Gonedes is based in MIAMI, Florida, working with VALLEY FORGE CAPITAL MANAGEMENT, LP. Their office serves clients in the MIAMI metropolitan area and surrounding communities.
How does Steven Gonedes charge for services?
Steven Gonedes's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VALLEY FORGE CAPITAL MANAGEMENT, LP?
VALLEY FORGE CAPITAL MANAGEMENT, LP has approximately 6 employees and manages $3.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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