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Michael Joseph Maher

VALLEY FORGE INVESTMENT CONSULTANTS, INC.·AUDUBON, Pennsylvania
SIE, Series 7, Series 24, Series 51, Series 63, Series 65Clean record32 years registeredVALLEY FORGE INVESTMENT CONSULTANTS, INC.
2500 MONROE BLVD., AUDUBON, PA 19403CRD# 2139398Firm CRD# 123898

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Joseph Maher · AUDUBON, PA
Registration
CRD #2139398 · VALLEY FORGE INVESTMENT CONSULTANTS, INC. · 32 years registered
Brand Profile
Not yet started
01

Career History

VALLEY FORGE INVESTMENT CONSULTANTS, INC.
May 1994 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 51
Series 63
Series 65
Registration record
First registered · May 23, 1994
Years registered · 32
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
VALLEY FORGE INVESTMENT CONSULTANTS, INC.
CRD 123898 · SEC 801-107519
AUM
$2.5B
Regulatory assets under management
Employees
15
1,106 client accounts
Services offered by VALLEY FORGE INVESTMENT CONSULTANTS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at VALLEY FORGE INVESTMENT CONSULTANTS, INC. →
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05

Frequently Asked Questions

What services does Michael Joseph Maher offer?
Michael Joseph Maher specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in AUDUBON, Pennsylvania for a consultation.
What are Michael Joseph Maher's credentials?
Michael Joseph Maher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Joseph Maher located?
Michael Joseph Maher is based in AUDUBON, Pennsylvania, working with VALLEY FORGE INVESTMENT CONSULTANTS, INC.. Their office serves clients in the AUDUBON metropolitan area and surrounding communities.
How does Michael Joseph Maher charge for services?
Michael Joseph Maher's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VALLEY FORGE INVESTMENT CONSULTANTS, INC.?
VALLEY FORGE INVESTMENT CONSULTANTS, INC. has approximately 15 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at VALLEY FORGE INVESTMENT CONSULTANTS, INC.

Michael Gregory Mallick
AUDUBON, PA
Sean Maher
AUDUBON, PA
Frederick Martin Rackovan
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Stephen Thomas Mumford
AUDUBON, PA
CFP
Troi Sarah Lentini
KING OF PRUSSIA, PA

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