Unclaimed Profile

Steven Gonedes

VALLEY FORGE CAPITAL MANAGEMENT, LP·MIAMI, Florida

Clean recordVALLEY FORGE CAPITAL MANAGEMENT, LP

2 S BISCAYNE BLVD, MIAMI, FL 33131CRD# 7711480Firm CRD# 162953

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Steven Gonedes · MIAMI, FL

Registration

CRD #7711480 · VALLEY FORGE CAPITAL MANAGEMENT, LP

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

VALLEY FORGE CAPITAL MANAGEMENT, LP

VALLEY FORGE CAPITAL MANAGEMENT

AUM

$3.6B

Regulatory assets under management

Employees

Total firm employees

View all advisors at VALLEY FORGE CAPITAL MANAGEMENT, LP →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 7711480

Firm CRD# 162953

View on FINRA BrokerCheck →

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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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